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JIVCX vs RMFCX
JIVCX vs RMFCX Comparison
Open Charts JIVCX vs RMFCX
JPMorgan U.S. Applied Data Sci Val C
Price$28.71
Change+$0.42 (+1.48%)
VolumeN/A
Net Assets159.99M
American Funds American Mutual R3
Price$55.47
Change+$0.82 (+1.50%)
VolumeN/A
Net Assets101.76B
JIVCX vs RMFCX Comparison Chart
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JIVCX vs. RMFCX commentary
May 05, 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 JIVCX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. JIVCX (160M). RMFCX pays higher dividends than JIVCX: RMFCX (1.37) vs JIVCX (0.97). JIVCX was incepted earlier than RMFCX: JIVCX (20 years) vs RMFCX (23 years). JIVCX (1.56) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JIVCX (22.00). RMFCX has a lower initial minimum investment than JIVCX: RMFCX (250) vs JIVCX (1000). RMFCX annual gain was more profitable for investors over the last year : 8.35 vs. JIVCX (2.17). RMFCX return over 5 years is better than : 60.50 vs. JIVCX (26.64).
| JIVCX | RMFCX | JIVCX / RMFCX | |
| Total Expense Ratio | 1.23 | 0.91 | 135% |
| Annual Report Gross Expense Ratio | 1.56 | 0.91 | 171% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.049 | 1.932 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 102B | 0% |
| Annual Yield % from dividends | 0.97 | 1.37 | 71% |
| Returns for 1 year | 2.17 | 8.35 | 26% |
| Returns for 3 years | 5.29 | 15.71 | 34% |
| Returns for 5 years | 26.64 | 60.50 | 44% |
| Returns for 10 years | -10.81 | 62.46 | -17% |
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