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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JPMorgan Large Cap Value R2
Price$21.61
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
JLVZX vs RMFEX Comparison Chart in %
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JLVZX vs. RMFEX commentary
Dec 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 JLVZX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JLVZX (5.54B). RMFEX pays higher dividends than JLVZX: RMFEX (1.43) vs JLVZX (0.66). JLVZX was incepted earlier than RMFEX: JLVZX (17 years) vs RMFEX (24 years). JLVZX (1.26) is less costly to investors than RMFEX (0.62). JLVZX is a more actively managed with annual turnover of: 185.00 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 : 8.21 vs. JLVZX (7.18). RMFEX return over 5 years is better than : 48.39 vs. JLVZX (34.63).
| JLVZX | RMFEX | JLVZX / RMFEX | |
| Total Expense Ratio | 1.19 | 0.62 | 192% |
| Annual Report Gross Expense Ratio | 1.26 | 0.62 | 203% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 9.171 | 9.983 | 92% |
| 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 | 0.66 | 1.43 | 46% |
| Returns for 1 year | 7.18 | 8.21 | 87% |
| Returns for 3 years | 22.80 | 29.84 | 76% |
| Returns for 5 years | 34.63 | 48.39 | 72% |
| Returns for 10 years | 80.58 | 97.98 | 82% |
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