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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$40.34
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets8.94B
American Funds American Mutual R4
Price$62.60
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets113.34B
JVAIX vs RMFEX Comparison Chart in %
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JVAIX 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 JVAIX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. JVAIX (8.94B). JVAIX (1.47) and RMFEX (1.43) have matching dividends . JVAIX was incepted earlier than RMFEX: JVAIX (21 years) vs RMFEX (23 years). JVAIX (0.69) is less costly to investors than RMFEX (0.62). JVAIX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than JVAIX: RMFEX (250) vs JVAIX (3000000). RMFEX annual gain was more profitable for investors over the last year : 5.83 vs. JVAIX (-7.32). RMFEX return over 5 years is better than : 55.19 vs. JVAIX (19.47).
| JVAIX | RMFEX | JVAIX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 7.502 | 15.285 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 113B | 8% |
| Annual Yield % from dividends | 1.47 | 1.43 | 103% |
| Returns for 1 year | -7.32 | 5.83 | -125% |
| Returns for 3 years | 4.37 | 28.26 | 15% |
| Returns for 5 years | 19.47 | 55.19 | 35% |
| Returns for 10 years | 54.07 | 97.17 | 56% |
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