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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$22.19
Change+$0.57 (+2.64%)
VolumeN/A
Net Assets5.55B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
HLQVX vs RMFEX Comparison Chart in %
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HLQVX vs. RMFEX commentary
Feb 05, 2026
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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. HLQVX (5.55B). RMFEX pays higher dividends than HLQVX: RMFEX (1.50) vs HLQVX (1.18). 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 (30.00). RMFEX has a lower initial minimum investment than HLQVX: RMFEX (250) vs HLQVX (1000000). HLQVX annual gain was more profitable for investors over the last year : 10.40 vs. RMFEX (7.80). RMFEX return over 5 years is better than : 46.45 vs. HLQVX (33.47).
| 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 | 5.566 | 2.280 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 112B | 5% |
| Annual Yield % from dividends | 1.18 | 1.50 | 79% |
| Returns for 1 year | 10.40 | 7.80 | 133% |
| Returns for 3 years | 21.74 | 29.96 | 73% |
| Returns for 5 years | 33.47 | 46.45 | 72% |
| Returns for 10 years | 119.14 | 114.19 | 104% |
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