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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$37.24
Change+$0.68 (+1.86%)
VolumeN/A
Net Assets8.62B
American Funds American Mutual R4
Price$55.81
Change+$0.82 (+1.49%)
VolumeN/A
Net Assets101.76B
JVARX vs RMFEX Comparison Chart
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JVARX vs. RMFEX commentary
May 06, 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: 102B vs. JVARX (8.62B). RMFEX (1.65) and JVARX (1.62) 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 : 8.69 vs. JVARX (1.28). RMFEX return over 5 years is better than : 62.96 vs. JVARX (42.74).
| 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 | -0.640 | 2.013 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 102B | 8% |
| Annual Yield % from dividends | 1.62 | 1.65 | 99% |
| Returns for 1 year | 1.28 | 8.69 | 15% |
| Returns for 3 years | -2.20 | 16.77 | -13% |
| Returns for 5 years | 42.74 | 62.96 | 68% |
| Returns for 10 years | N/A | 68.72 | - |
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