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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$38.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.79B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
JVARX vs RMFEX Comparison Chart in %
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JVARX vs. RMFEX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JVARX (8.79B). JVARX (1.55) and RMFEX (1.51) 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 : 11.42 vs. JVARX (1.59). RMFEX return over 5 years is better than : 56.63 vs. JVARX (29.74).
| 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 | 2.161 | 9.583 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.79B | 109B | 8% |
| Annual Yield % from dividends | 1.55 | 1.51 | 102% |
| Returns for 1 year | 1.59 | 11.42 | 14% |
| Returns for 3 years | 3.30 | 26.71 | 12% |
| Returns for 5 years | 29.74 | 56.63 | 53% |
| Returns for 10 years | N/A | 83.15 | - |
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