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JVARX vs RMFCX
JVARX vs RMFCX Comparison
Open Charts JVARX vs RMFCX
JPMorgan Value Advantage R5
Price$38.29
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets8.79B
American Funds American Mutual R3
Price$59.40
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets108.54B
JVARX vs RMFCX Comparison Chart in %
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JVARX vs. RMFCX commentary
Aug 08, 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 Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. JVARX (8.79B). JVARX pays higher dividends than RMFCX: JVARX (1.55) vs RMFCX (1.26). 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 : 10.70 vs. JVARX (1.51). RMFCX return over 5 years is better than : 54.40 vs. JVARX (30.11).
| 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 | 2.455 | 9.486 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.79B | 109B | 8% |
| Annual Yield % from dividends | 1.55 | 1.26 | 123% |
| Returns for 1 year | 1.51 | 10.70 | 14% |
| Returns for 3 years | 4.01 | 25.70 | 16% |
| Returns for 5 years | 30.11 | 54.40 | 55% |
| Returns for 10 years | N/A | 78.69 | - |
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