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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$31.89
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets150.01M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets108.37B
JIVMX vs RMFEX Comparison Chart in %
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JIVMX vs. RMFEX commentary
Jul 04, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. JIVMX (150M). JIVMX pays higher dividends than RMFEX: JIVMX (1.65) vs RMFEX (1.53). 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 : 11.81 vs. JIVMX (7.19). RMFEX return over 5 years is better than : 64.33 vs. JIVMX (33.21).
| 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 | 6.075 | 9.748 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 108B | 0% |
| Annual Yield % from dividends | 1.65 | 1.53 | 108% |
| Returns for 1 year | 7.19 | 11.81 | 61% |
| Returns for 3 years | 22.22 | 30.45 | 73% |
| Returns for 5 years | 33.21 | 64.33 | 52% |
| Returns for 10 years | 5.02 | 86.20 | 6% |
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