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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$30.43
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R3
Price$59.46
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets109.01B
JIVCX vs RMFCX Comparison Chart in %
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JIVCX vs. RMFCX commentary
Jul 07, 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 Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. JIVCX (151M). RMFCX pays higher dividends than JIVCX: RMFCX (1.27) vs JIVCX (1.10). 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 : 11.47 vs. JIVCX (6.84). RMFCX return over 5 years is better than : 61.83 vs. JIVCX (27.08).
| 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 | 6.511 | 9.596 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.10 | 1.27 | 87% |
| Returns for 1 year | 6.84 | 11.47 | 60% |
| Returns for 3 years | 19.58 | 29.27 | 67% |
| Returns for 5 years | 27.08 | 61.83 | 44% |
| Returns for 10 years | -4.21 | 79.21 | -5% |