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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$38.45
Change+$0.32 (+0.84%)
VolumeN/A
Net Assets8.8B
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
JVARX vs RMFEX Comparison Chart in %
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JVARX vs. RMFEX commentary
Jun 27, 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: 106B vs. JVARX (8.8B). 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 : 9.98 vs. JVARX (3.04). RMFEX return over 5 years is better than : 66.41 vs. JVARX (41.23).
| 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 | 1.734 | 7.546 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 106B | 8% |
| Annual Yield % from dividends | 1.59 | 1.58 | 100% |
| Returns for 1 year | 3.04 | 9.98 | 31% |
| Returns for 3 years | 6.36 | 27.58 | 23% |
| Returns for 5 years | 41.23 | 66.41 | 62% |
| Returns for 10 years | N/A | 82.97 | - |
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