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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$37.87
Change+$0.42 (+1.12%)
VolumeN/A
Net Assets8.68B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
JVARX vs RMFEX Comparison Chart
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JVARX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JVARX (8.68B). JVARX (1.59) and RMFEX (1.58) have matching dividends . JVARX was incepted earlier than RMFEX: JVARX (9 years) vs RMFEX (23 years). JVARX (0.69) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVARX (17.00). JVARX has a lower initial minimum investment than RMFEX: JVARX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. JVARX (0.75). RMFEX return over 5 years is better than : 54.01 vs. JVARX (22.23).
| JVARX | RMFEX | JVARX / RMFEX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.080 | 6.053 | -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 | 1.58 | 100% |
| Returns for 1 year | 0.75 | 9.37 | 8% |
| Returns for 3 years | -3.27 | 18.90 | -17% |
| Returns for 5 years | 22.23 | 54.01 | 41% |
| Returns for 10 years | N/A | 77.06 | - |
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