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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$29.33
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets150.53M
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets105.76B
JIVCX vs RMFCX Comparison Chart
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JIVCX vs. RMFCX commentary
Jun 16, 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: 106B vs. JIVCX (151M). RMFCX pays higher dividends than JIVCX: RMFCX (1.31) vs JIVCX (0.95). 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 : 8.70 vs. JIVCX (2.79). RMFCX return over 5 years is better than : 59.85 vs. JIVCX (21.93).
| 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 | 2.210 | 6.021 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 106B | 0% |
| Annual Yield % from dividends | 0.95 | 1.31 | 72% |
| Returns for 1 year | 2.79 | 8.70 | 32% |
| Returns for 3 years | 16.83 | 28.43 | 59% |
| Returns for 5 years | 21.93 | 59.85 | 37% |
| Returns for 10 years | -10.15 | 69.75 | -15% |
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