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JIVRX vs RMFCX
JIVRX vs RMFCX Comparison
Open Charts JIVRX vs RMFCX
JPMorgan U.S. Applied Data Sci Val R5
Price$28.63
Change+$0.36 (+1.27%)
VolumeN/A
Net Assets151.07M
American Funds American Mutual R3
Price$52.96
Change+$0.76 (+1.46%)
VolumeN/A
Net Assets95.8B
JIVRX vs RMFCX Comparison Chart
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JIVRX vs. RMFCX commentary
Apr 12, 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 JIVRX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 95.8B vs. JIVRX (151M). JIVRX pays higher dividends than RMFCX: JIVRX (1.59) vs RMFCX (1.34). JIVRX was incepted earlier than RMFCX: JIVRX (19 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than JIVRX (0.63). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JIVRX (22.00). JIVRX has a lower initial minimum investment than RMFCX: JIVRX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 1.87 vs. JIVRX (-4.31). RMFCX return over 5 years is better than : 53.32 vs. JIVRX (24.08).
| JIVRX | RMFCX | JIVRX / RMFCX | |
| Total Expense Ratio | 0.44 | 0.91 | 48% |
| Annual Report Gross Expense Ratio | 0.63 | 0.91 | 69% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -5.854 | -2.681 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 95.8B | 0% |
| Annual Yield % from dividends | 1.59 | 1.34 | 119% |
| Returns for 1 year | -4.31 | 1.87 | -230% |
| Returns for 3 years | -2.47 | 6.27 | -39% |
| Returns for 5 years | 24.08 | 53.32 | 45% |
| Returns for 10 years | -9.08 | 54.78 | -17% |
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