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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$31.41
Change-$0.43 (-1.35%)
VolumeN/A
Net Assets170.98M
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
JIVRX vs RMFEX Comparison Chart
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JIVRX vs. RMFEX commentary
Feb 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JIVRX (171M). RMFEX pays higher dividends than JIVRX: RMFEX (1.95) vs JIVRX (1.69). JIVRX was incepted earlier than RMFEX: JIVRX (19 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. JIVRX (17.00). 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 : 11.37 vs. JIVRX (8.49). RMFEX return over 5 years is better than : 43.97 vs. JIVRX (9.66).
| JIVRX | RMFEX | JIVRX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 4.248 | 4.880 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 105B | 0% |
| Annual Yield % from dividends | 1.69 | 1.95 | 87% |
| Returns for 1 year | 8.49 | 11.37 | 75% |
| Returns for 3 years | 10.78 | 20.81 | 52% |
| Returns for 5 years | 9.66 | 43.97 | 22% |
| Returns for 10 years | -0.52 | 71.03 | -1% |