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JVAYX vs RMFEX
JVAYX vs RMFEX Comparison
Open Charts JVAYX vs RMFEX
JPMorgan Value Advantage R6
Price$37.61
Change-$0.46 (-1.21%)
VolumeN/A
Net Assets8.69B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JVAYX vs RMFEX Comparison Chart
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JVAYX vs. RMFEX commentary
Jun 16, 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 JVAYX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. JVAYX (8.69B). JVAYX pays higher dividends than RMFEX: JVAYX (1.68) vs RMFEX (1.58). JVAYX was incepted earlier than RMFEX: JVAYX (9 years) vs RMFEX (23 years). RMFEX (0.62) and JVAYX (0.59) have similar cost to investors . RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVAYX (17.00). RMFEX has a lower initial minimum investment than JVAYX: RMFEX (250) vs JVAYX (15000000). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. JVAYX (2.04). RMFEX return over 5 years is better than : 62.32 vs. JVAYX (34.05).
| JVAYX | RMFEX | JVAYX / RMFEX | |
| Total Expense Ratio | 0.50 | 0.62 | 81% |
| Annual Report Gross Expense Ratio | 0.59 | 0.62 | 95% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.267 | 6.152 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 106B | 8% |
| Annual Yield % from dividends | 1.68 | 1.58 | 106% |
| Returns for 1 year | 2.04 | 9.03 | 23% |
| Returns for 3 years | 7.43 | 29.63 | 25% |
| Returns for 5 years | 34.05 | 62.32 | 55% |
| Returns for 10 years | N/A | 76.27 | - |
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