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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$19.73
Change-$0.21 (-1.05%)
VolumeN/A
Net Assets4.94B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
HLQVX vs RMFEX Comparison Chart
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HLQVX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. HLQVX (4.94B). RMFEX pays higher dividends than HLQVX: RMFEX (1.58) vs HLQVX (1.25). 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 : 9.03 vs. HLQVX (0.82). HLQVX (64.43) and RMFEX (62.32) have equivalent 5 years return.
| 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 | 0.633 | 6.152 | 10% |
| 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 | 1.58 | 79% |
| Returns for 1 year | 0.82 | 9.03 | 9% |
| Returns for 3 years | 15.59 | 29.63 | 53% |
| Returns for 5 years | 64.43 | 62.32 | 103% |
| Returns for 10 years | 45.74 | 76.27 | 60% |
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