Ad is loading...
JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$38.19
Change+$0.31 (+0.82%)
VolumeN/A
Net Assets8.87B
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
JVARX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVARX vs. RMFEX commentary
Apr 03, 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. JVARX (8.87B). RMFEX (1.61) and JVARX (1.57) 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 : 6.88 vs. JVARX (0.53). RMFEX return over 5 years is better than : 78.86 vs. JVARX (64.34).
| 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 | 1.067 | 2.891 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 102B | 9% |
| Annual Yield % from dividends | 1.57 | 1.61 | 97% |
| Returns for 1 year | 0.53 | 6.88 | 8% |
| Returns for 3 years | -3.93 | 12.57 | -31% |
| Returns for 5 years | 64.34 | 78.86 | 82% |
| Returns for 10 years | N/A | 72.06 | - |