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JVAYX vs RMFEX
JVAYX vs RMFEX Comparison
Open Charts JVAYX vs RMFEX
JPMorgan Value Advantage R6
Price$37.78
Change-$1.97 (-4.96%)
VolumeN/A
Net Assets8.64B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
JVAYX vs RMFEX Comparison Chart in %
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JVAYX vs. RMFEX commentary
Feb 04, 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 JVAYX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JVAYX (8.65B). RMFEX (1.50) and JVAYX (1.47) have matching dividends . JVAYX was incepted earlier than RMFEX: JVAYX (9 years) vs RMFEX (24 years). RMFEX (0.62) and JVAYX (0.60) have similar cost to investors . JVAYX is a more actively managed with annual turnover of: 36.00 vs. RMFEX (30.00). 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 : 7.80 vs. JVAYX (-0.68). RMFEX return over 5 years is better than : 46.45 vs. JVAYX (9.22).
| JVAYX | RMFEX | JVAYX / RMFEX | |
| Total Expense Ratio | 0.50 | 0.62 | 81% |
| Annual Report Gross Expense Ratio | 0.60 | 0.62 | 97% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 3.535 | 2.280 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 112B | 8% |
| Annual Yield % from dividends | 1.47 | 1.50 | 98% |
| Returns for 1 year | -0.68 | 7.80 | -9% |
| Returns for 3 years | 8.89 | 29.96 | 30% |
| Returns for 5 years | 9.22 | 46.45 | 20% |
| Returns for 10 years | N/A | 114.19 | - |
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