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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+$0.01 (+0.05%)
VolumeN/A
Net Assets5.54B
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Dec 27, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JLVRX (5.54B). RMFEX pays higher dividends than JLVRX: RMFEX (1.43) vs JLVRX (1.20). 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 (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 : 8.21 vs. JLVRX (7.73). RMFEX return over 5 years is better than : 48.39 vs. JLVRX (38.09).
| 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 | 9.779 | 9.983 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 112B | 5% |
| Annual Yield % from dividends | 1.20 | 1.43 | 84% |
| Returns for 1 year | 7.73 | 8.21 | 94% |
| Returns for 3 years | 25.08 | 29.84 | 84% |
| Returns for 5 years | 38.09 | 48.39 | 79% |
| Returns for 10 years | 91.11 | 97.98 | 93% |
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