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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$40.61
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
JVAQX vs RMFEX Comparison Chart in %
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JVAQX 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 JVAQX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. JVAQX (8.94B). RMFEX (1.43) and JVAQX (1.41) 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 : 5.83 vs. JVAQX (-7.40). RMFEX return over 5 years is better than : 55.19 vs. JVAQX (19.86).
| 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 | 7.363 | 15.285 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 113B | 8% |
| Annual Yield % from dividends | 1.41 | 1.43 | 98% |
| Returns for 1 year | -7.40 | 5.83 | -127% |
| Returns for 3 years | 5.11 | 28.26 | 18% |
| Returns for 5 years | 19.86 | 55.19 | 36% |
| Returns for 10 years | N/A | 97.17 | - |
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