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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$28.63
Change+$0.36 (+1.27%)
VolumeN/A
Net Assets151.07M
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets95.8B
JIVRX vs RMFEX Comparison Chart
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JIVRX vs. RMFEX commentary
Apr 12, 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: 95.8B vs. JIVRX (151M). RMFEX (1.61) and JIVRX (1.59) 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 : 2.21 vs. JIVRX (-4.31). RMFEX return over 5 years is better than : 55.72 vs. JIVRX (24.08).
| 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 | -5.854 | -2.593 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 95.8B | 0% |
| Annual Yield % from dividends | 1.59 | 1.61 | 99% |
| Returns for 1 year | -4.31 | 2.21 | -194% |
| Returns for 3 years | -2.47 | 7.26 | -34% |
| Returns for 5 years | 24.08 | 55.72 | 43% |
| Returns for 10 years | -9.08 | 60.75 | -15% |
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