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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$20.04
Change-$0.21 (-1.04%)
VolumeN/A
Net Assets4.94B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JLVRX vs RMFEX Comparison Chart
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JLVRX vs. RMFEX commentary
Jun 15, 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 JLVRX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. JLVRX (4.94B). RMFEX pays higher dividends than JLVRX: RMFEX (1.58) vs JLVRX (1.36). JLVRX was incepted earlier than RMFEX: JLVRX (19 years) vs RMFEX (23 years). RMFEX (0.62) and JLVRX (0.61) have similar cost to investors . JLVRX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). JLVRX has a lower initial minimum investment than RMFEX: JLVRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. JLVRX (1.15). JLVRX return over 5 years is better than : 66.09 vs. RMFEX (62.32).
| JLVRX | RMFEX | JLVRX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.61 | 0.62 | 98% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 0.757 | 6.152 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 106B | 5% |
| Annual Yield % from dividends | 1.36 | 1.58 | 86% |
| Returns for 1 year | 1.15 | 9.03 | 13% |
| Returns for 3 years | 16.28 | 29.63 | 55% |
| Returns for 5 years | 66.09 | 62.32 | 106% |
| Returns for 10 years | 48.44 | 76.27 | 64% |
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