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JIVZX vs RMFEX
JIVZX vs RMFEX Comparison
Open Charts JIVZX vs RMFEX
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 R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
JIVZX vs RMFEX Comparison Chart
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JIVZX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JIVZX (172M). RMFEX pays higher dividends than JIVZX: RMFEX (1.95) vs JIVZX (1.16). JIVZX was incepted earlier than RMFEX: JIVZX (16 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. JIVZX (17.00). JIVZX has a lower initial minimum investment than RMFEX: JIVZX (0) vs RMFEX (250). RMFEX (12.78) and JIVZX (12.70) have marching annual gain over last year. RMFEX return over 5 years is better than : 39.96 vs. JIVZX (2.43).
| JIVZX | RMFEX | JIVZX / RMFEX | |
| 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 | 2.167 | 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 | 1.95 | 59% |
| Returns for 1 year | 12.70 | 12.78 | 99% |
| Returns for 3 years | 3.56 | 13.63 | 26% |
| Returns for 5 years | 2.43 | 39.96 | 6% |
| Returns for 10 years | -3.42 | 71.41 | -5% |
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