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JIVAX vs RMFCX
JIVAX vs RMFCX Comparison
Open Charts JIVAX vs RMFCX
JPMorgan U.S. Applied Data Sci Val A
Price$29.70
Change-$0.61 (-2.01%)
VolumeN/A
Net Assets162.38M
American Funds American Mutual R3
Price$56.15
Change-$0.84 (-1.47%)
VolumeN/A
Net Assets104.75B
JIVAX vs RMFCX Comparison Chart
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JIVAX vs. RMFCX commentary
May 22, 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 JIVAX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. JIVAX (162M). JIVAX (1.40) and RMFCX (1.37) have matching dividends . JIVAX was incepted earlier than RMFCX: JIVAX (20 years) vs RMFCX (23 years). JIVAX (1.01) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JIVAX (22.00). RMFCX has a lower initial minimum investment than JIVAX: RMFCX (250) vs JIVAX (1000). RMFCX annual gain was more profitable for investors over the last year : 5.25 vs. JIVAX (1.78). RMFCX return over 5 years is better than : 59.57 vs. JIVAX (31.10).
| JIVAX | RMFCX | JIVAX / RMFCX | |
| Total Expense Ratio | 0.73 | 0.91 | 80% |
| Annual Report Gross Expense Ratio | 1.01 | 0.91 | 111% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.737 | 3.181 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 105B | 0% |
| Annual Yield % from dividends | 1.40 | 1.37 | 102% |
| Returns for 1 year | 1.78 | 5.25 | 34% |
| Returns for 3 years | 14.39 | 20.45 | 70% |
| Returns for 5 years | 31.10 | 59.57 | 52% |
| Returns for 10 years | -5.53 | 62.18 | -9% |
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