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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$29.63
Change-$0.29 (-0.97%)
VolumeN/A
Net Assets150.53M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JIVZX vs RMFEX Comparison Chart
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JIVZX vs. RMFEX commentary
Jun 15, 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: 106B vs. JIVZX (151M). RMFEX pays higher dividends than JIVZX: RMFEX (1.58) vs JIVZX (1.08). 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 : 9.03 vs. JIVZX (2.90). RMFEX return over 5 years is better than : 62.32 vs. JIVZX (23.15).
| 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 | 2.168 | 6.152 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 106B | 0% |
| Annual Yield % from dividends | 1.08 | 1.58 | 68% |
| Returns for 1 year | 2.90 | 9.03 | 32% |
| Returns for 3 years | 17.24 | 29.63 | 58% |
| Returns for 5 years | 23.15 | 62.32 | 37% |
| Returns for 10 years | -8.31 | 76.27 | -11% |
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