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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$37.86
Change-$1.94 (-4.87%)
VolumeN/A
Net Assets8.64B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
JVAIX vs RMFEX Comparison Chart in %
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JVAIX 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 JVAIX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JVAIX (8.65B). RMFEX pays higher dividends than JVAIX: RMFEX (1.50) vs JVAIX (1.37). JVAIX was incepted earlier than RMFEX: JVAIX (21 years) vs RMFEX (24 years). JVAIX (0.70) is less costly to investors than RMFEX (0.62). JVAIX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (30.00). 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 : 7.80 vs. JVAIX (-0.79). RMFEX return over 5 years is better than : 46.45 vs. JVAIX (8.82).
| JVAIX | RMFEX | JVAIX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.499 | 2.280 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 112B | 8% |
| Annual Yield % from dividends | 1.37 | 1.50 | 91% |
| Returns for 1 year | -0.79 | 7.80 | -10% |
| Returns for 3 years | 8.57 | 29.96 | 29% |
| Returns for 5 years | 8.82 | 46.45 | 19% |
| Returns for 10 years | 68.12 | 114.19 | 60% |
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