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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$22.74
Change+$0.30 (+1.34%)
VolumeN/A
Net Assets5.63B
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JLVRX (5.63B). RMFEX pays higher dividends than JLVRX: RMFEX (1.43) vs JLVRX (1.20). JLVRX was incepted earlier than RMFEX: JLVRX (20 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: 185.00 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 : 5.83 vs. JLVRX (-3.59). RMFEX return over 5 years is better than : 55.19 vs. JLVRX (45.00).
| JLVRX | RMFEX | JLVRX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.61 | 0.62 | 98% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 13.682 | 15.285 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 112B | 5% |
| Annual Yield % from dividends | 1.20 | 1.43 | 84% |
| Returns for 1 year | -3.59 | 5.83 | -62% |
| Returns for 3 years | 17.99 | 28.26 | 64% |
| Returns for 5 years | 45.00 | 55.19 | 82% |
| Returns for 10 years | 71.93 | 97.17 | 74% |
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