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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$20.72
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets5.13B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
HLQVX vs RMFEX Comparison Chart in %
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HLQVX vs. RMFEX commentary
Jul 08, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. HLQVX (5.13B). RMFEX pays higher dividends than HLQVX: RMFEX (1.53) vs HLQVX (1.20). HLQVX was incepted earlier than RMFEX: HLQVX (34 years) vs RMFEX (23 years). HLQVX (0.76) is less costly to investors than RMFEX (0.62). HLQVX is a more actively managed with annual turnover of: 167.00 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 : 11.81 vs. HLQVX (6.09). HLQVX return over 5 years is better than : 75.13 vs. RMFEX (64.33).
| HLQVX | RMFEX | HLQVX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 6.081 | 9.748 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 109B | 5% |
| Annual Yield % from dividends | 1.20 | 1.53 | 79% |
| Returns for 1 year | 6.09 | 11.81 | 52% |
| Returns for 3 years | 21.16 | 30.45 | 69% |
| Returns for 5 years | 75.13 | 64.33 | 117% |
| Returns for 10 years | 56.98 | 86.20 | 66% |
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