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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$39.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.77B
American Funds American Mutual R4
Price$61.33
Change-$0.21 (-0.34%)
VolumeN/A
Net Assets110.19B
JVARX vs RMFEX Comparison Chart in %
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JVARX vs. RMFEX commentary
Nov 20, 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: 110B vs. JVARX (8.77B). JVARX (1.52) 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). JVARX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (31.00). 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 : 5.93 vs. JVARX (-7.85). RMFEX return over 5 years is better than : 54.19 vs. JVARX (19.74).
| 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 | 4.536 | 12.910 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77B | 110B | 8% |
| Annual Yield % from dividends | 1.52 | 1.46 | 104% |
| Returns for 1 year | -7.85 | 5.93 | -132% |
| Returns for 3 years | 3.97 | 28.94 | 14% |
| Returns for 5 years | 19.74 | 54.19 | 36% |
| Returns for 10 years | N/A | 91.83 | - |
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