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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$21.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.29B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Sep 08, 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 (5.29B). RMFEX pays higher dividends than JLVRX: RMFEX (1.49) vs JLVRX (1.26). 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 : 8.06 vs. JLVRX (4.04). JLVRX return over 5 years is better than : 66.93 vs. RMFEX (58.84).
| 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 | 9.347 | 11.638 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 109B | 5% |
| Annual Yield % from dividends | 1.26 | 1.49 | 85% |
| Returns for 1 year | 4.04 | 8.06 | 50% |
| Returns for 3 years | 23.97 | 33.39 | 72% |
| Returns for 5 years | 66.93 | 58.84 | 114% |
| Returns for 10 years | 72.52 | 98.59 | 74% |
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