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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$21.45
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets5.29B
American Funds American Mutual R4
Price$61.64
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets110.43B
HLQVX vs RMFEX Comparison Chart in %
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HLQVX vs. RMFEX commentary
Sep 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: 110B vs. HLQVX (5.29B). RMFEX pays higher dividends than HLQVX: RMFEX (1.49) vs HLQVX (1.16). HLQVX was incepted earlier than RMFEX: HLQVX (35 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 : 6.73 vs. HLQVX (1.31). HLQVX return over 5 years is better than : 75.49 vs. RMFEX (65.70).
| HLQVX | RMFEX | HLQVX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 10.219 | 13.481 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 110B | 5% |
| Annual Yield % from dividends | 1.16 | 1.49 | 78% |
| Returns for 1 year | 1.31 | 6.73 | 19% |
| Returns for 3 years | 33.25 | 43.42 | 77% |
| Returns for 5 years | 75.49 | 65.70 | 115% |
| Returns for 10 years | 80.06 | 111.76 | 72% |
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