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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$26.47
Change-$1.70 (-6.03%)
VolumeN/A
Net Assets148.51M
American Funds American Mutual R3
Price$51.12
Change-$3.02 (-5.58%)
VolumeN/A
Net Assets93.86B
JIVCX vs RMFCX Comparison Chart
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JIVCX vs. RMFCX commentary
Apr 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 Hold and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 93.9B vs. JIVCX (149M). RMFCX pays higher dividends than JIVCX: RMFCX (1.34) vs JIVCX (0.94). 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 : -1.65 vs. JIVCX (-7.62). RMFCX return over 5 years is better than : 60.90 vs. JIVCX (31.91).
| 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 | -7.757 | -6.062 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 93.9B | 0% |
| Annual Yield % from dividends | 0.94 | 1.34 | 70% |
| Returns for 1 year | -7.62 | -1.65 | 463% |
| Returns for 3 years | -6.94 | 2.29 | -304% |
| Returns for 5 years | 31.91 | 60.90 | 52% |
| Returns for 10 years | -17.70 | 50.41 | -35% |
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