Interact to see
Advertisement
Advertisement
JIVRX vs RMFEX
JIVRX vs RMFEX Comparison
Open Charts JIVRX vs RMFEX
JPMorgan U.S. Applied Data Sci Val R5
Price$31.89
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JIVRX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIVRX vs. RMFEX commentary
Jul 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 JIVRX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JIVRX (151M). JIVRX (1.56) and RMFEX (1.53) 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 : 11.81 vs. JIVRX (7.72). RMFEX return over 5 years is better than : 64.33 vs. JIVRX (33.39).
| 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 | 6.656 | 9.748 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.56 | 1.53 | 102% |
| Returns for 1 year | 7.72 | 11.81 | 65% |
| Returns for 3 years | 22.63 | 30.45 | 74% |
| Returns for 5 years | 33.39 | 64.33 | 52% |
| Returns for 10 years | 4.87 | 86.20 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement