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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$28.82
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets157.93M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JIVZX vs RMFEX Comparison Chart
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JIVZX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. JIVZX (158M). RMFEX pays higher dividends than JIVZX: RMFEX (1.65) vs JIVZX (1.10). JIVZX was incepted earlier than RMFEX: JIVZX (17 years) vs RMFEX (23 years). JIVZX (1.33) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JIVZX (22.00). JIVZX has a lower initial minimum investment than RMFEX: JIVZX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.68 vs. JIVZX (-0.67). RMFEX return over 5 years is better than : 58.56 vs. JIVZX (23.57).
| JIVZX | RMFEX | JIVZX / RMFEX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.33 | 0.62 | 215% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -1.005 | 1.374 | -73% |
| 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 | 1.65 | 67% |
| Returns for 1 year | -0.67 | 5.68 | -12% |
| Returns for 3 years | 7.18 | 18.38 | 39% |
| Returns for 5 years | 23.57 | 58.56 | 40% |
| Returns for 10 years | -10.74 | 66.50 | -16% |
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