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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$30.10
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets159.1M
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets103.21B
JIVRX vs RMFEX Comparison Chart
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JIVRX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JIVRX (159M). RMFEX (1.65) and JIVRX (1.64) 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 : 5.55 vs. JIVRX (0.33). RMFEX return over 5 years is better than : 61.67 vs. JIVRX (30.94).
| 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 | 0.707 | 3.037 | 23% |
| 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 | 1.65 | 100% |
| Returns for 1 year | 0.33 | 5.55 | 6% |
| Returns for 3 years | 10.95 | 19.57 | 56% |
| Returns for 5 years | 30.94 | 61.67 | 50% |
| Returns for 10 years | -4.00 | 67.98 | -6% |
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