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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$27.99
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets156.22M
American Funds American Mutual R4
Price$54.16
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets98.75B
JIVCX vs RMFEX Comparison Chart
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JIVCX vs. RMFEX commentary
Apr 29, 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: 98.8B vs. JIVCX (156M). 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 : 4.49 vs. JIVCX (-0.98). RMFEX return over 5 years is better than : 56.93 vs. JIVCX (23.61).
| 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 | -2.460 | -1.003 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 98.8B | 0% |
| Annual Yield % from dividends | 0.94 | 1.61 | 58% |
| Returns for 1 year | -0.98 | 4.49 | -22% |
| Returns for 3 years | 2.07 | 12.76 | 16% |
| Returns for 5 years | 23.61 | 56.93 | 41% |
| Returns for 10 years | -14.04 | 61.56 | -23% |