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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$39.69
Change-$0.25 (-0.63%)
VolumeN/A
Net Assets9.06B
American Funds American Mutual R4
Price$62.27
Change-$0.33 (-0.53%)
VolumeN/A
Net Assets112.58B
JVARX vs RMFEX Comparison Chart in %
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JVARX vs. RMFEX commentary
Oct 10, 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. JVARX (9.06B). JVARX (1.49) and RMFEX (1.46) 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 : 6.97 vs. JVARX (-2.41). RMFEX return over 5 years is better than : 60.50 vs. JVARX (31.68).
| 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 | 5.896 | 14.641 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 113B | 8% |
| Annual Yield % from dividends | 1.49 | 1.46 | 102% |
| Returns for 1 year | -2.41 | 6.97 | -35% |
| Returns for 3 years | 16.85 | 45.05 | 37% |
| Returns for 5 years | 31.68 | 60.50 | 52% |
| Returns for 10 years | N/A | 100.86 | - |
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