Interact to see
Advertisement
Advertisement
HLQVX vs RMFCX
HLQVX vs RMFCX Comparison
Open Charts HLQVX vs RMFCX
JPMorgan Large Cap Value I
Price$19.73
Change-$0.21 (-1.05%)
VolumeN/A
Net Assets4.94B
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets105.76B
HLQVX vs RMFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLQVX vs. RMFCX 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 HLQVX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 106B vs. HLQVX (4.94B). RMFCX (1.31) and HLQVX (1.25) have matching dividends . HLQVX was incepted earlier than RMFCX: HLQVX (34 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than HLQVX (0.76). HLQVX is a more actively managed with annual turnover of: 167.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than HLQVX: RMFCX (250) vs HLQVX (1000000). RMFCX annual gain was more profitable for investors over the last year : 8.70 vs. HLQVX (0.82). HLQVX return over 5 years is better than : 64.43 vs. RMFCX (59.85).
| HLQVX | RMFCX | HLQVX / RMFCX | |
| Total Expense Ratio | 0.69 | 0.91 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 0.91 | 84% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 0.633 | 6.021 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 106B | 5% |
| Annual Yield % from dividends | 1.25 | 1.31 | 95% |
| Returns for 1 year | 0.82 | 8.70 | 9% |
| Returns for 3 years | 15.59 | 28.43 | 55% |
| Returns for 5 years | 64.43 | 59.85 | 108% |
| Returns for 10 years | 45.74 | 69.75 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement