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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$30.78
Change+$0.30 (+0.98%)
VolumeN/A
Net Assets151.33M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
JIVMX vs RMFEX Comparison Chart
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JIVMX vs. RMFEX commentary
Jun 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 JIVMX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JIVMX (151M). JIVMX pays higher dividends than RMFEX: JIVMX (1.70) vs RMFEX (1.58). JIVMX was incepted earlier than RMFEX: JIVMX (15 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than JIVMX (0.51). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JIVMX (22.00). RMFEX has a lower initial minimum investment than JIVMX: RMFEX (250) vs JIVMX (15000000). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. JIVMX (2.60). RMFEX return over 5 years is better than : 54.01 vs. JIVMX (18.45).
| JIVMX | RMFEX | JIVMX / RMFEX | |
| Total Expense Ratio | 0.34 | 0.62 | 55% |
| Annual Report Gross Expense Ratio | 0.51 | 0.62 | 82% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.530 | 6.053 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 105B | 0% |
| Annual Yield % from dividends | 1.70 | 1.58 | 108% |
| Returns for 1 year | 2.60 | 9.37 | 28% |
| Returns for 3 years | 7.18 | 18.90 | 38% |
| Returns for 5 years | 18.45 | 54.01 | 34% |
| Returns for 10 years | -0.56 | 77.06 | -1% |
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