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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$39.89
Change+$0.25 (+0.63%)
VolumeN/A
Net Assets8.93B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
JVAQX vs RMFEX Comparison Chart in %
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JVAQX vs. RMFEX commentary
Oct 18, 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 JVAQX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. JVAQX (8.93B). RMFEX (1.46) and JVAQX (1.42) have matching dividends . JVAQX was incepted earlier than RMFEX: JVAQX (9 years) vs RMFEX (23 years). JVAQX (1.03) is less costly to investors than RMFEX (0.62). JVAQX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (31.00). JVAQX has a lower initial minimum investment than RMFEX: JVAQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. JVAQX (-5.56). RMFEX return over 5 years is better than : 59.52 vs. JVAQX (32.75).
| JVAQX | RMFEX | JVAQX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.03 | 0.62 | 166% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.278 | 13.941 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 111B | 8% |
| Annual Yield % from dividends | 1.42 | 1.46 | 97% |
| Returns for 1 year | -5.56 | 5.28 | -105% |
| Returns for 3 years | 13.17 | 40.09 | 33% |
| Returns for 5 years | 32.75 | 59.52 | 55% |
| Returns for 10 years | N/A | 98.84 | - |
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