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JVASX vs RMFEX
JVASX vs RMFEX Comparison
Open Charts JVASX vs RMFEX
JPMorgan Value Advantage I
Price$36.50
Change+$0.52 (+1.45%)
VolumeN/A
Net Assets8.33B
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
JVASX vs RMFEX Comparison Chart
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JVASX vs. RMFEX commentary
Apr 25, 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 JVASX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.3B vs. JVASX (8.33B). RMFEX pays higher dividends than JVASX: RMFEX (1.61) vs JVASX (1.44). JVASX was incepted earlier than RMFEX: JVASX (20 years) vs RMFEX (23 years). JVASX (0.84) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVASX (17.00). RMFEX has a lower initial minimum investment than JVASX: RMFEX (250) vs JVASX (1000000). RMFEX annual gain was more profitable for investors over the last year : 4.18 vs. JVASX (-3.30). RMFEX return over 5 years is better than : 56.67 vs. JVASX (37.94).
| JVASX | RMFEX | JVASX / RMFEX | |
| Total Expense Ratio | 0.74 | 0.62 | 119% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -4.207 | -1.167 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 97.3B | 9% |
| Annual Yield % from dividends | 1.44 | 1.61 | 89% |
| Returns for 1 year | -3.30 | 4.18 | -79% |
| Returns for 3 years | -7.75 | 10.64 | -73% |
| Returns for 5 years | 37.94 | 56.67 | 67% |
| Returns for 10 years | 31.75 | 61.98 | 51% |
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