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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$28.12
Change+$0.36 (+1.30%)
VolumeN/A
Net Assets153.01M
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets97.18B
JIVAX vs RMFEX Comparison Chart
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JIVAX vs. RMFEX commentary
Apr 14, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.2B vs. JIVAX (153M). RMFEX pays higher dividends than JIVAX: RMFEX (1.61) vs JIVAX (1.36). 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 : 2.21 vs. JIVAX (-3.44). RMFEX return over 5 years is better than : 55.72 vs. JIVAX (23.21).
| 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 | -4.686 | -2.593 | 181% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 97.2B | 0% |
| Annual Yield % from dividends | 1.36 | 1.61 | 84% |
| Returns for 1 year | -3.44 | 2.21 | -155% |
| Returns for 3 years | -2.16 | 7.26 | -30% |
| Returns for 5 years | 23.21 | 55.72 | 42% |
| Returns for 10 years | -11.22 | 60.75 | -18% |
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