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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$37.36
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.93B
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
JVAQX vs RMFEX Comparison Chart in %
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JVAQX vs. RMFEX commentary
Dec 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 JVAQX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JVAQX (8.93B). RMFEX (1.43) and JVAQX (1.41) have matching dividends . JVAQX was incepted earlier than RMFEX: JVAQX (9 years) vs RMFEX (24 years). JVAQX (0.86) 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 : 8.21 vs. JVAQX (-2.63). RMFEX return over 5 years is better than : 48.39 vs. JVAQX (11.13).
| JVAQX | RMFEX | JVAQX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 0.86 | 0.62 | 139% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -1.399 | 9.983 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 112B | 8% |
| Annual Yield % from dividends | 1.41 | 1.43 | 98% |
| Returns for 1 year | -2.63 | 8.21 | -32% |
| Returns for 3 years | 10.08 | 29.84 | 34% |
| Returns for 5 years | 11.13 | 48.39 | 23% |
| Returns for 10 years | N/A | 97.98 | - |
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