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JVARX vs RMFCX
JVARX vs RMFCX Comparison
Open Charts JVARX vs RMFCX
JPMorgan Value Advantage R5
Price$37.87
Change+$0.42 (+1.12%)
VolumeN/A
Net Assets8.68B
American Funds American Mutual R3
Price$57.64
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.22B
JVARX vs RMFCX Comparison Chart
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JVARX vs. RMFCX commentary
Jun 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 JVARX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. JVARX (8.68B). JVARX pays higher dividends than RMFCX: JVARX (1.59) vs RMFCX (1.31). 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 : 9.01 vs. JVARX (0.75). RMFCX return over 5 years is better than : 51.66 vs. JVARX (22.23).
| 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 | -0.080 | 5.919 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 105B | 8% |
| Annual Yield % from dividends | 1.59 | 1.31 | 121% |
| Returns for 1 year | 0.75 | 9.01 | 8% |
| Returns for 3 years | -3.27 | 17.82 | -18% |
| Returns for 5 years | 22.23 | 51.66 | 43% |
| Returns for 10 years | N/A | 70.47 | - |
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