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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$26.47
Change-$1.70 (-6.03%)
VolumeN/A
Net Assets148.51M
American Funds American Mutual R4
Price$51.43
Change-$3.04 (-5.58%)
VolumeN/A
Net Assets93.86B
JIVCX vs RMFEX Comparison Chart
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JIVCX vs. RMFEX 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 93.9B vs. JIVCX (149M). RMFEX pays higher dividends than JIVCX: RMFEX (1.61) vs JIVCX (0.94). 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 : -1.34 vs. JIVCX (-7.62). RMFEX return over 5 years is better than : 63.42 vs. JIVCX (31.91).
| 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 | -7.757 | -5.993 | 129% |
| 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 | 1.61 | 58% |
| Returns for 1 year | -7.62 | -1.34 | 571% |
| Returns for 3 years | -6.94 | 3.22 | -216% |
| Returns for 5 years | 31.91 | 63.42 | 50% |
| Returns for 10 years | -17.70 | 56.19 | -32% |
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