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JVARX vs RMFEX
JVARX vs RMFEX Comparison
Open Charts JVARX vs RMFEX
JPMorgan Value Advantage R5
Price$37.74
Change-$1.95 (-4.91%)
VolumeN/A
Net Assets8.64B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
JVARX vs RMFEX Comparison Chart in %
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JVARX vs. RMFEX commentary
Feb 05, 2026
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 (8.65B). RMFEX pays higher dividends than JVARX: RMFEX (1.50) vs JVARX (1.38). JVARX was incepted earlier than RMFEX: JVARX (9 years) vs RMFEX (24 years). JVARX (0.70) is less costly to investors than RMFEX (0.62). JVARX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (30.00). 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 : 7.80 vs. JVARX (-0.82). RMFEX return over 5 years is better than : 46.45 vs. JVARX (8.66).
| JVARX | RMFEX | JVARX / RMFEX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 3.511 | 2.280 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 112B | 8% |
| Annual Yield % from dividends | 1.38 | 1.50 | 92% |
| Returns for 1 year | -0.82 | 7.80 | -10% |
| Returns for 3 years | 8.51 | 29.96 | 28% |
| Returns for 5 years | 8.66 | 46.45 | 19% |
| Returns for 10 years | N/A | 114.19 | - |
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