JVAAX
Price
$40.13
Change
+$0.34 (+0.85%)
Updated
Dec 3 closing price
Net Assets
8.99B
RMFEX
Price
$62.90
Change
+$0.30 (+0.48%)
Updated
Dec 3 closing price
Net Assets
111.8B
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JVAAX vs RMFEX

Header iconJVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEXBanner chart's image
JPMorgan Value Advantage A
Price$40.13
Change+$0.34 (+0.85%)
VolumeN/A
Net Assets8.99B
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
JVAAX vs RMFEX Comparison Chart in %
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JVAAX vs. RMFEX commentary
Dec 04, 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 JVAAX is a Hold and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JVAAX (8.99B). RMFEX pays higher dividends than JVAAX: RMFEX (1.43) vs JVAAX (1.15). JVAAX was incepted earlier than RMFEX: JVAAX (21 years) vs RMFEX (23 years). JVAAX (1.10) is less costly to investors than RMFEX (0.62). JVAAX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (31.00). 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 : 5.83 vs. JVAAX (-7.78). RMFEX return over 5 years is better than : 55.19 vs. JVAAX (17.10).
JVAAXRMFEXJVAAX / RMFEX
Total Expense Ratio0.990.62160%
Annual Report Gross Expense Ratio1.100.62177%
Fund Existence21 years23 years-
Gain YTD7.12215.28547%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets8.99B112B8%
Annual Yield % from dividends1.151.4381%
Returns for 1 year-7.785.83-133%
Returns for 3 years3.2428.2611%
Returns for 5 years17.1055.1931%
Returns for 10 years49.1297.1751%
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