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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$30.86
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets163.07M
American Funds American Mutual R3
Price$56.99
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets104.87B
JIVMX vs RMFCX Comparison Chart
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JIVMX vs. RMFCX commentary
May 21, 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: 105B vs. JIVMX (163M). JIVMX pays higher dividends than RMFCX: JIVMX (1.74) vs RMFCX (1.37). 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 : 7.01 vs. JIVMX (2.62). RMFCX return over 5 years is better than : 62.21 vs. JIVMX (34.56).
| 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 | 3.096 | 4.725 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 105B | 0% |
| Annual Yield % from dividends | 1.74 | 1.37 | 127% |
| Returns for 1 year | 2.62 | 7.01 | 37% |
| Returns for 3 years | 16.03 | 22.25 | 72% |
| Returns for 5 years | 34.56 | 62.21 | 56% |
| Returns for 10 years | -1.05 | 64.61 | -2% |