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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$40.01
Change+$0.18 (+0.45%)
VolumeN/A
Net Assets9.13B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JVAQX vs RMFEX Comparison Chart in %
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JVAQX vs. RMFEX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVAQX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JVAQX (9.13B). RMFEX (1.53) and JVAQX (1.47) have matching dividends . JVAQX was incepted earlier than RMFEX: JVAQX (9 years) vs RMFEX (23 years). JVAQX (1.03) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVAQX (17.00). JVAQX has a lower initial minimum investment than RMFEX: JVAQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. JVAQX (7.18). RMFEX return over 5 years is better than : 64.33 vs. JVAQX (43.02).
| JVAQX | RMFEX | JVAQX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.03 | 0.62 | 166% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.595 | 9.748 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 109B | 8% |
| Annual Yield % from dividends | 1.47 | 1.53 | 96% |
| Returns for 1 year | 7.18 | 11.81 | 61% |
| Returns for 3 years | 12.59 | 30.45 | 41% |
| Returns for 5 years | 43.02 | 64.33 | 67% |
| Returns for 10 years | N/A | 86.20 | - |
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