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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JPMorgan Large Cap Value R2
Price$19.98
Change-$0.21 (-1.04%)
VolumeN/A
Net Assets4.94B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JLVZX vs RMFEX Comparison Chart
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JLVZX vs. RMFEX commentary
Jun 15, 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 JLVZX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. JLVZX (4.94B). RMFEX pays higher dividends than JLVZX: RMFEX (1.58) vs JLVZX (0.75). JLVZX was incepted earlier than RMFEX: JLVZX (17 years) vs RMFEX (23 years). JLVZX (1.27) is less costly to investors than RMFEX (0.62). JLVZX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). JLVZX has a lower initial minimum investment than RMFEX: JLVZX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. JLVZX (0.49). RMFEX (62.32) and JLVZX (61.78) have equivalent 5 years return.
| JLVZX | RMFEX | JLVZX / RMFEX | |
| Total Expense Ratio | 1.19 | 0.62 | 192% |
| Annual Report Gross Expense Ratio | 1.27 | 0.62 | 205% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 0.451 | 6.152 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 106B | 5% |
| Annual Yield % from dividends | 0.75 | 1.58 | 48% |
| Returns for 1 year | 0.49 | 9.03 | 5% |
| Returns for 3 years | 14.58 | 29.63 | 49% |
| Returns for 5 years | 61.78 | 62.32 | 99% |
| Returns for 10 years | 40.47 | 76.27 | 53% |
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