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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$29.99
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets171.52M
American Funds American Mutual R3
Price$55.77
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
JIVZX vs RMFCX Comparison Chart
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JIVZX vs. RMFCX commentary
Jan 19, 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 Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. JIVZX (172M). RMFCX pays higher dividends than JIVZX: RMFCX (1.69) vs JIVZX (1.16). JIVZX was incepted earlier than RMFCX: JIVZX (16 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. JIVZX (17.00). JIVZX has a lower initial minimum investment than RMFCX: JIVZX (0) vs RMFCX (250). JIVZX (12.70) and RMFCX (12.43) have marching annual gain over last year. RMFCX return over 5 years is better than : 37.82 vs. JIVZX (2.43).
| JIVZX | RMFCX | JIVZX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.165 | 2.162 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 103B | 0% |
| Annual Yield % from dividends | 1.16 | 1.69 | 68% |
| Returns for 1 year | 12.70 | 12.43 | 102% |
| Returns for 3 years | 3.56 | 12.60 | 28% |
| Returns for 5 years | 2.43 | 37.82 | 6% |
| Returns for 10 years | -3.42 | 65.18 | -5% |