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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$40.67
Change+$0.36 (+0.89%)
VolumeN/A
Net Assets9.17B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.34B
JVAQX vs RMFEX Comparison Chart in %
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JVAQX vs. RMFEX commentary
Sep 07, 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 (9.17B). RMFEX (1.49) and JVAQX (1.42) 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 : 8.06 vs. JVAQX (0.99). RMFEX return over 5 years is better than : 58.84 vs. JVAQX (35.77).
| 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 | 7.337 | 11.638 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 109B | 8% |
| Annual Yield % from dividends | 1.42 | 1.49 | 95% |
| Returns for 1 year | 0.99 | 8.06 | 12% |
| Returns for 3 years | 13.12 | 33.39 | 39% |
| Returns for 5 years | 35.77 | 58.84 | 61% |
| Returns for 10 years | N/A | 98.59 | - |
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