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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$21.04
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets5.13B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Jul 07, 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: 109B vs. JLVRX (5.13B). RMFEX pays higher dividends than JLVRX: RMFEX (1.53) vs JLVRX (1.31). 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 : 11.81 vs. JLVRX (6.35). JLVRX return over 5 years is better than : 76.84 vs. RMFEX (64.33).
| 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 | 6.217 | 9.748 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 109B | 5% |
| Annual Yield % from dividends | 1.31 | 1.53 | 86% |
| Returns for 1 year | 6.35 | 11.81 | 54% |
| Returns for 3 years | 21.97 | 30.45 | 72% |
| Returns for 5 years | 76.84 | 64.33 | 119% |
| Returns for 10 years | 59.82 | 86.20 | 69% |