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JIVRX vs RMFEX
JIVRX vs RMFEX Comparison
Open Charts JIVRX vs RMFEX
JPMorgan U.S. Applied Data Sci Val R5
Price$30.72
Change-$0.31 (-1.00%)
VolumeN/A
Net Assets152M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JIVRX vs RMFEX Comparison Chart
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JIVRX vs. RMFEX commentary
Jun 15, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. JIVRX (152M). JIVRX (1.60) and RMFEX (1.58) have matching dividends . JIVRX was incepted earlier than RMFEX: JIVRX (19 years) vs RMFEX (23 years). JIVRX (0.63) and RMFEX (0.62) have similar cost to investors . RMFEX is a more actively managed with annual turnover of: 31.00 vs. JIVRX (22.00). JIVRX has a lower initial minimum investment than RMFEX: JIVRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. JIVRX (4.69). RMFEX return over 5 years is better than : 62.32 vs. JIVRX (29.28).
| JIVRX | RMFEX | JIVRX / RMFEX | |
| Total Expense Ratio | 0.44 | 0.62 | 71% |
| Annual Report Gross Expense Ratio | 0.63 | 0.62 | 102% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 3.338 | 6.152 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 106B | 0% |
| Annual Yield % from dividends | 1.60 | 1.58 | 102% |
| Returns for 1 year | 4.69 | 9.03 | 52% |
| Returns for 3 years | 20.81 | 29.63 | 70% |
| Returns for 5 years | 29.28 | 62.32 | 47% |
| Returns for 10 years | -0.83 | 76.27 | -1% |
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