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JIVMX vs RMFCX
JIVMX vs RMFCX Comparison
Open Charts JIVMX vs RMFCX
JPMorgan U.S. Applied Data Sci Val R6
Price$28.67
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets152.46M
American Funds American Mutual R3
Price$52.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
JIVMX vs RMFCX Comparison Chart
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JIVMX vs. RMFCX commentary
Apr 18, 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 JIVMX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 96.5B vs. JIVMX (152M). JIVMX pays higher dividends than RMFCX: JIVMX (1.69) vs RMFCX (1.34). JIVMX was incepted earlier than RMFCX: JIVMX (14 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than JIVMX (0.51). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JIVMX (22.00). RMFCX has a lower initial minimum investment than JIVMX: RMFCX (250) vs JIVMX (15000000). RMFCX annual gain was more profitable for investors over the last year : 3.60 vs. JIVMX (-0.68). RMFCX return over 5 years is better than : 48.78 vs. JIVMX (24.86).
| JIVMX | RMFCX | JIVMX / RMFCX | |
| Total Expense Ratio | 0.34 | 0.91 | 37% |
| Annual Report Gross Expense Ratio | 0.51 | 0.91 | 56% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.832 | -3.342 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 96.5B | 0% |
| Annual Yield % from dividends | 1.69 | 1.34 | 126% |
| Returns for 1 year | -0.68 | 3.60 | -19% |
| Returns for 3 years | -1.36 | 5.79 | -23% |
| Returns for 5 years | 24.86 | 48.78 | 51% |
| Returns for 10 years | -7.53 | 52.90 | -14% |