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JVARX vs RMFCX
JVARX vs RMFCX Comparison
Open Charts JVARX vs RMFCX
JPMorgan Value Advantage R5
Price$38.19
Change+$0.31 (+0.82%)
VolumeN/A
Net Assets8.87B
American Funds American Mutual R3
Price$55.95
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
JVARX vs RMFCX Comparison Chart
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JVARX vs. RMFCX commentary
Apr 03, 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 JVARX is a StrongBuy and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. JVARX (8.87B). JVARX pays higher dividends than RMFCX: JVARX (1.57) vs RMFCX (1.34). JVARX was incepted earlier than RMFCX: JVARX (9 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than JVARX (0.69). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JVARX (17.00). JVARX has a lower initial minimum investment than RMFCX: JVARX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 6.53 vs. JVARX (0.53). RMFCX return over 5 years is better than : 76.10 vs. JVARX (64.34).
| JVARX | RMFCX | JVARX / RMFCX | |
| Total Expense Ratio | 0.60 | 0.91 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 0.91 | 76% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 1.067 | 2.814 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 102B | 9% |
| Annual Yield % from dividends | 1.57 | 1.34 | 117% |
| Returns for 1 year | 0.53 | 6.53 | 8% |
| Returns for 3 years | -3.93 | 11.52 | -34% |
| Returns for 5 years | 64.34 | 76.10 | 85% |
| Returns for 10 years | N/A | 65.70 | - |
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