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JVAYX vs RMFEX
JVAYX vs RMFEX Comparison
Open Charts JVAYX vs RMFEX
JPMorgan Value Advantage R6
Price$37.17
Change+$0.19 (+0.51%)
VolumeN/A
Net Assets8.55B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JVAYX vs RMFEX Comparison Chart
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JVAYX vs. RMFEX commentary
May 09, 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: 101B vs. JVAYX (8.55B). JVAYX (1.72) and RMFEX (1.65) have matching dividends . 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 : 5.68 vs. JVAYX (-0.78). RMFEX return over 5 years is better than : 58.56 vs. JVAYX (39.26).
| 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 | -1.413 | 1.374 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 101B | 8% |
| Annual Yield % from dividends | 1.72 | 1.65 | 104% |
| Returns for 1 year | -0.78 | 5.68 | -14% |
| Returns for 3 years | -0.61 | 18.38 | -3% |
| Returns for 5 years | 39.26 | 58.56 | 67% |
| Returns for 10 years | N/A | 66.50 | - |