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JIVAX vs RMFEX
JIVAX vs RMFEX Comparison
Open Charts JIVAX vs RMFEX
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 R4
Price$56.52
Change-$0.83 (-1.45%)
VolumeN/A
Net Assets104.75B
JIVAX vs RMFEX Comparison Chart
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JIVAX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JIVAX (162M). RMFEX pays higher dividends than JIVAX: RMFEX (1.65) vs JIVAX (1.40). JIVAX was incepted earlier than RMFEX: JIVAX (20 years) vs RMFEX (23 years). JIVAX (1.01) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JIVAX (22.00). RMFEX has a lower initial minimum investment than JIVAX: RMFEX (250) vs JIVAX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.60 vs. JIVAX (1.78). RMFEX return over 5 years is better than : 62.10 vs. JIVAX (31.10).
| JIVAX | RMFEX | JIVAX / RMFEX | |
| Total Expense Ratio | 0.73 | 0.62 | 118% |
| Annual Report Gross Expense Ratio | 1.01 | 0.62 | 163% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.737 | 3.311 | 83% |
| 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 | 1.65 | 85% |
| Returns for 1 year | 1.78 | 5.60 | 32% |
| Returns for 3 years | 14.39 | 21.59 | 67% |
| Returns for 5 years | 31.10 | 62.10 | 50% |
| Returns for 10 years | -5.53 | 68.42 | -8% |
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