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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$30.10
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets159.1M
American Funds American Mutual R3
Price$56.01
Change-$0.14 (-0.25%)
VolumeN/A
Net Assets103.21B
JIVRX vs RMFCX Comparison Chart
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JIVRX vs. RMFCX commentary
May 23, 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 StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. JIVRX (159M). JIVRX pays higher dividends than RMFCX: JIVRX (1.64) vs RMFCX (1.37). 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 : 5.22 vs. JIVRX (0.33). RMFCX return over 5 years is better than : 59.17 vs. JIVRX (30.94).
| 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 | 0.707 | 2.924 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 103B | 0% |
| Annual Yield % from dividends | 1.64 | 1.37 | 120% |
| Returns for 1 year | 0.33 | 5.22 | 6% |
| Returns for 3 years | 10.95 | 18.48 | 59% |
| Returns for 5 years | 30.94 | 59.17 | 52% |
| Returns for 10 years | -4.00 | 61.78 | -6% |