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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$37.78
Change-$1.08 (-2.78%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
JVARX vs RMFEX Comparison Chart
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JVARX vs. RMFEX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. JVARX (9.03B). RMFEX pays higher dividends than JVARX: RMFEX (1.95) vs JVARX (1.56). JVARX was incepted earlier than RMFEX: JVARX (8 years) vs RMFEX (22 years). RMFEX (25.00) and JVARX (24.00) have comparable annual turnover. 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 : 12.89 vs. JVARX (10.59). RMFEX return over 5 years is better than : 42.46 vs. JVARX (9.97).
| JVARX | RMFEX | JVARX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 9.619 | 11.693 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 98.7B | 9% |
| Annual Yield % from dividends | 1.56 | 1.95 | 80% |
| Returns for 1 year | 10.59 | 12.89 | 82% |
| Returns for 3 years | 2.15 | 15.13 | 14% |
| Returns for 5 years | 9.97 | 42.46 | 23% |
| Returns for 10 years | N/A | 67.84 | - |
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