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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$21.11
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets5.18B
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.54B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Jul 28, 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: 111B vs. JLVRX (5.18B). 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 : 11.74 vs. JLVRX (4.06). JLVRX return over 5 years is better than : 70.13 vs. RMFEX (62.99).
| 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 | 6.570 | 11.527 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 111B | 5% |
| Annual Yield % from dividends | 1.31 | 1.53 | 86% |
| Returns for 1 year | 4.06 | 11.74 | 35% |
| Returns for 3 years | 20.69 | 32.08 | 65% |
| Returns for 5 years | 70.13 | 62.99 | 111% |
| Returns for 10 years | 60.67 | 88.96 | 68% |
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