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JVARX vs RMFCX
JVARX vs RMFCX Comparison
Open Charts JVARX vs RMFCX
JPMorgan Value Advantage R5
Price$37.24
Change+$0.68 (+1.86%)
VolumeN/A
Net Assets8.62B
American Funds American Mutual R3
Price$55.47
Change+$0.82 (+1.50%)
VolumeN/A
Net Assets101.76B
JVARX vs RMFCX Comparison Chart
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JVARX vs. RMFCX commentary
May 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 JVARX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. JVARX (8.62B). JVARX pays higher dividends than RMFCX: JVARX (1.62) vs RMFCX (1.37). 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 : 8.35 vs. JVARX (1.28). RMFCX return over 5 years is better than : 60.50 vs. JVARX (42.74).
| 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 | -0.640 | 1.932 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 102B | 8% |
| Annual Yield % from dividends | 1.62 | 1.37 | 118% |
| Returns for 1 year | 1.28 | 8.35 | 15% |
| Returns for 3 years | -2.20 | 15.71 | -14% |
| Returns for 5 years | 42.74 | 60.50 | 71% |
| Returns for 10 years | N/A | 62.46 | - |
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