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JVASX vs RMFEX
JVASX vs RMFEX Comparison
Open Charts JVASX vs RMFEX
JPMorgan Value Advantage I
Price$38.75
Change-$0.50 (-1.27%)
VolumeN/A
Net Assets9.15B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
JVASX vs RMFEX Comparison Chart
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JVASX vs. RMFEX commentary
Feb 23, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JVASX (9.15B). RMFEX pays higher dividends than JVASX: RMFEX (1.95) vs JVASX (1.41). JVASX was incepted earlier than RMFEX: JVASX (20 years) vs RMFEX (23 years). RMFEX (25.00) and JVASX (24.00) have comparable annual turnover. 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 : 11.37 vs. JVASX (6.98). RMFEX return over 5 years is better than : 43.97 vs. JVASX (11.09).
| JVASX | RMFEX | JVASX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.168 | 4.880 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 105B | 9% |
| Annual Yield % from dividends | 1.41 | 1.95 | 72% |
| Returns for 1 year | 6.98 | 11.37 | 61% |
| Returns for 3 years | 0.22 | 20.81 | 1% |
| Returns for 5 years | 11.09 | 43.97 | 25% |
| Returns for 10 years | 40.18 | 71.03 | 57% |