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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$40.58
Change+$0.36 (+0.90%)
VolumeN/A
Net Assets8.99B
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
JVARX vs RMFEX Comparison Chart in %
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JVARX 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 JVARX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JVARX (8.99B). JVARX (1.48) and RMFEX (1.43) 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 : 5.83 vs. JVARX (-7.34). RMFEX return over 5 years is better than : 55.19 vs. JVARX (19.33).
| 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 | 7.524 | 15.285 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 112B | 8% |
| Annual Yield % from dividends | 1.48 | 1.43 | 103% |
| Returns for 1 year | -7.34 | 5.83 | -126% |
| Returns for 3 years | 4.27 | 28.26 | 15% |
| Returns for 5 years | 19.33 | 55.19 | 35% |
| Returns for 10 years | N/A | 97.17 | - |
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