Interact to see
Advertisement
Advertisement
JVAPX vs RMFEX
JVAPX vs RMFEX Comparison
Open Charts JVAPX vs RMFEX
JPMorgan Value Advantage R3
Price$38.84
Change+$0.36 (+0.94%)
VolumeN/A
Net Assets8.97B
American Funds American Mutual R4
Price$61.64
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets110.43B
JVAPX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAPX vs. RMFEX commentary
Sep 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 JVAPX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. JVAPX (8.98B). RMFEX pays higher dividends than JVAPX: RMFEX (1.49) vs JVAPX (1.20). JVAPX was incepted earlier than RMFEX: JVAPX (9 years) vs RMFEX (23 years). JVAPX (1.16) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVAPX (17.00). JVAPX has a lower initial minimum investment than RMFEX: JVAPX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 6.73 vs. JVAPX (-1.93). RMFEX return over 5 years is better than : 65.70 vs. JVAPX (38.19).
| JVAPX | RMFEX | JVAPX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.16 | 0.62 | 187% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.353 | 13.481 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 110B | 8% |
| Annual Yield % from dividends | 1.20 | 1.49 | 80% |
| Returns for 1 year | -1.93 | 6.73 | -29% |
| Returns for 3 years | 18.31 | 43.42 | 42% |
| Returns for 5 years | 38.19 | 65.70 | 58% |
| Returns for 10 years | N/A | 111.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement