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JVAAX vs RMFEX
JVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEX
JPMorgan Value Advantage A
Price$37.40
Change-$1.88 (-4.79%)
VolumeN/A
Net Assets8.64B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
JVAAX vs RMFEX Comparison Chart in %
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JVAAX vs. RMFEX commentary
Feb 04, 2026
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 JVAAX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JVAAX (8.65B). RMFEX pays higher dividends than JVAAX: RMFEX (1.50) vs JVAAX (1.04). JVAAX was incepted earlier than RMFEX: JVAAX (21 years) vs RMFEX (24 years). JVAAX (1.11) is less costly to investors than RMFEX (0.62). JVAAX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than JVAAX: RMFEX (250) vs JVAAX (1000). RMFEX annual gain was more profitable for investors over the last year : 7.80 vs. JVAAX (-1.34). RMFEX return over 5 years is better than : 46.45 vs. JVAAX (6.53).
| JVAAX | RMFEX | JVAAX / RMFEX | |
| Total Expense Ratio | 0.99 | 0.62 | 160% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.458 | 2.280 | 152% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 112B | 8% |
| Annual Yield % from dividends | 1.04 | 1.50 | 70% |
| Returns for 1 year | -1.34 | 7.80 | -17% |
| Returns for 3 years | 7.00 | 29.96 | 23% |
| Returns for 5 years | 6.53 | 46.45 | 14% |
| Returns for 10 years | 61.63 | 114.19 | 54% |
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