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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$39.81
Change-$0.37 (-0.92%)
VolumeN/A
Net Assets9B
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
JVARX vs RMFEX Comparison Chart in %
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JVARX vs. RMFEX commentary
Nov 14, 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 JVARX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JVARX (9B). JVARX (1.52) and RMFEX (1.46) have matching dividends . JVARX was incepted earlier than RMFEX: JVARX (9 years) vs RMFEX (23 years). JVARX (0.69) is less costly to investors than RMFEX (0.62). JVARX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (31.00). JVARX has a lower initial minimum investment than RMFEX: JVARX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.02 vs. JVARX (-5.65). RMFEX return over 5 years is better than : 57.30 vs. JVARX (24.11).
| JVARX | RMFEX | JVARX / RMFEX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.204 | 15.396 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9B | 112B | 8% |
| Annual Yield % from dividends | 1.52 | 1.46 | 104% |
| Returns for 1 year | -5.65 | 7.02 | -80% |
| Returns for 3 years | 6.08 | 31.78 | 19% |
| Returns for 5 years | 24.11 | 57.30 | 42% |
| Returns for 10 years | N/A | 101.84 | - |
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