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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$21.31
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.54B
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
HLQVX vs RMFEX Comparison Chart in %
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HLQVX vs. RMFEX commentary
Dec 28, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. HLQVX (5.54B). RMFEX pays higher dividends than HLQVX: RMFEX (1.43) vs HLQVX (1.09). HLQVX was incepted earlier than RMFEX: HLQVX (35 years) vs RMFEX (24 years). HLQVX (0.75) is less costly to investors than RMFEX (0.62). HLQVX is a more actively managed with annual turnover of: 185.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than HLQVX: RMFEX (250) vs HLQVX (1000000). RMFEX annual gain was more profitable for investors over the last year : 8.21 vs. HLQVX (7.53). RMFEX return over 5 years is better than : 48.39 vs. HLQVX (36.66).
| HLQVX | RMFEX | HLQVX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.75 | 0.62 | 121% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 9.499 | 9.983 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 112B | 5% |
| Annual Yield % from dividends | 1.09 | 1.43 | 76% |
| Returns for 1 year | 7.53 | 8.21 | 92% |
| Returns for 3 years | 24.23 | 29.84 | 81% |
| Returns for 5 years | 36.66 | 48.39 | 76% |
| Returns for 10 years | 87.30 | 97.98 | 89% |
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