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JIVZX vs RMFCX
JIVZX vs RMFCX Comparison
Open Charts JIVZX vs RMFCX
JPMorgan U.S. Applied Data Sci Val R2
Price$28.82
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets157.93M
American Funds American Mutual R3
Price$55.11
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.63B
JIVZX vs RMFCX Comparison Chart
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JIVZX vs. RMFCX commentary
May 10, 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 JIVZX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 101B vs. JIVZX (158M). RMFCX pays higher dividends than JIVZX: RMFCX (1.37) vs JIVZX (1.10). JIVZX was incepted earlier than RMFCX: JIVZX (17 years) vs RMFCX (23 years). JIVZX (1.33) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JIVZX (22.00). JIVZX has a lower initial minimum investment than RMFCX: JIVZX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 5.35 vs. JIVZX (-0.67). RMFCX return over 5 years is better than : 56.16 vs. JIVZX (23.57).
| JIVZX | RMFCX | JIVZX / RMFCX | |
| Total Expense Ratio | 1.09 | 0.91 | 120% |
| Annual Report Gross Expense Ratio | 1.33 | 0.91 | 146% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -1.005 | 1.270 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 101B | 0% |
| Annual Yield % from dividends | 1.10 | 1.37 | 81% |
| Returns for 1 year | -0.67 | 5.35 | -12% |
| Returns for 3 years | 7.18 | 17.29 | 42% |
| Returns for 5 years | 23.57 | 56.16 | 42% |
| Returns for 10 years | -10.74 | 60.33 | -18% |
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