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JIVCX vs RMFEX
JIVCX vs RMFEX Comparison
Open Charts JIVCX vs RMFEX
JPMorgan U.S. Applied Data Sci Val C
Price$28.74
Change-$0.13 (-0.45%)
VolumeN/A
Net Assets162.38M
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets104.75B
JIVCX vs RMFEX Comparison Chart
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JIVCX vs. RMFEX commentary
May 23, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JIVCX (162M). RMFEX pays higher dividends than JIVCX: RMFEX (1.65) vs JIVCX (0.97). JIVCX was incepted earlier than RMFEX: JIVCX (20 years) vs RMFEX (23 years). JIVCX (1.56) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JIVCX (22.00). RMFEX has a lower initial minimum investment than JIVCX: RMFEX (250) vs JIVCX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.60 vs. JIVCX (1.20). RMFEX return over 5 years is better than : 62.10 vs. JIVCX (27.23).
| JIVCX | RMFEX | JIVCX / RMFEX | |
| Total Expense Ratio | 1.23 | 0.62 | 198% |
| Annual Report Gross Expense Ratio | 1.56 | 0.62 | 252% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.663 | 3.311 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 105B | 0% |
| Annual Yield % from dividends | 0.97 | 1.65 | 59% |
| Returns for 1 year | 1.20 | 5.60 | 22% |
| Returns for 3 years | 12.67 | 21.59 | 59% |
| Returns for 5 years | 27.23 | 62.10 | 44% |
| Returns for 10 years | -10.42 | 68.42 | -15% |
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