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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$22.56
Change+$0.61 (+2.78%)
VolumeN/A
Net Assets5.55B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Feb 05, 2026
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: 112B vs. JLVRX (5.55B). RMFEX pays higher dividends than JLVRX: RMFEX (1.50) vs JLVRX (1.29). JLVRX was incepted earlier than RMFEX: JLVRX (20 years) vs RMFEX (24 years). RMFEX (0.62) and JLVRX (0.60) have similar cost to investors . JLVRX is a more actively managed with annual turnover of: 185.00 vs. RMFEX (30.00). JLVRX has a lower initial minimum investment than RMFEX: JLVRX (0) vs RMFEX (250). JLVRX annual gain was more profitable for investors over the last year : 10.64 vs. RMFEX (7.80). RMFEX return over 5 years is better than : 46.45 vs. JLVRX (34.88).
| JLVRX | RMFEX | JLVRX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.60 | 0.62 | 97% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 5.569 | 2.280 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 112B | 5% |
| Annual Yield % from dividends | 1.29 | 1.50 | 86% |
| Returns for 1 year | 10.64 | 7.80 | 136% |
| Returns for 3 years | 22.61 | 29.96 | 75% |
| Returns for 5 years | 34.88 | 46.45 | 75% |
| Returns for 10 years | 123.58 | 114.19 | 108% |
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