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JVAYX vs RMFEX
JVAYX vs RMFEX Comparison
Open Charts JVAYX vs RMFEX
JPMorgan Value Advantage R6
Price$39.57
Change+$0.26 (+0.66%)
VolumeN/A
Net Assets8.88B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
JVAYX vs RMFEX Comparison Chart in %
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JVAYX vs. RMFEX commentary
Oct 19, 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 JVAYX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. JVAYX (8.88B). JVAYX pays higher dividends than RMFEX: JVAYX (1.58) vs RMFEX (1.46). JVAYX was incepted earlier than RMFEX: JVAYX (9 years) vs RMFEX (23 years). RMFEX (0.62) and JVAYX (0.59) have similar cost to investors . JVAYX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than JVAYX: RMFEX (250) vs JVAYX (15000000). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. JVAYX (-5.37). RMFEX return over 5 years is better than : 59.52 vs. JVAYX (32.81).
| JVAYX | RMFEX | JVAYX / RMFEX | |
| Total Expense Ratio | 0.50 | 0.62 | 81% |
| Annual Report Gross Expense Ratio | 0.59 | 0.62 | 95% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.492 | 13.941 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 111B | 8% |
| Annual Yield % from dividends | 1.58 | 1.46 | 108% |
| Returns for 1 year | -5.37 | 5.28 | -102% |
| Returns for 3 years | 12.56 | 40.09 | 31% |
| Returns for 5 years | 32.81 | 59.52 | 55% |
| Returns for 10 years | N/A | 98.84 | - |
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