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JIVMX vs RMFEX
JIVMX vs RMFEX Comparison
Open Charts JIVMX vs RMFEX
JPMorgan U.S. Applied Data Sci Val R6
Price$31.56
Change+$0.24 (+0.77%)
VolumeN/A
Net Assets172.59M
American Funds American Mutual R4
Price$57.19
Change+$0.51 (+0.90%)
VolumeN/A
Net Assets104.41B
JIVMX vs RMFEX Comparison Chart
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JIVMX vs. RMFEX commentary
Jan 24, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. JIVMX (173M). RMFEX pays higher dividends than JIVMX: RMFEX (1.95) vs JIVMX (1.78). JIVMX was incepted earlier than RMFEX: JIVMX (14 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. JIVMX (17.00). RMFEX has a lower initial minimum investment than JIVMX: RMFEX (250) vs JIVMX (15000000). RMFEX (12.66) and JIVMX (12.53) have marching annual gain over last year. RMFEX return over 5 years is better than : 42.55 vs. JIVMX (10.16).
| JIVMX | RMFEX | JIVMX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.950 | 3.205 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 104B | 0% |
| Annual Yield % from dividends | 1.78 | 1.95 | 91% |
| Returns for 1 year | 12.53 | 12.66 | 99% |
| Returns for 3 years | 9.67 | 17.39 | 56% |
| Returns for 5 years | 10.16 | 42.55 | 24% |
| Returns for 10 years | 3.53 | 71.65 | 5% |
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