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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$27.56
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets154.48M
American Funds American Mutual R4
Price$52.93
Change-$0.68 (-1.27%)
VolumeN/A
Net Assets97.76B
JIVZX vs RMFEX Comparison Chart
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JIVZX vs. RMFEX commentary
Apr 18, 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: 97.8B vs. JIVZX (154M). RMFEX pays higher dividends than JIVZX: RMFEX (1.61) vs JIVZX (1.07). JIVZX was incepted earlier than RMFEX: JIVZX (16 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 : 3.75 vs. JIVZX (-0.65). RMFEX return over 5 years is better than : 51.09 vs. JIVZX (20.97).
| JIVZX | RMFEX | JIVZX / RMFEX | |
| Total Expense Ratio | 1.09 | 0.62 | 176% |
| Annual Report Gross Expense Ratio | 1.33 | 0.62 | 215% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -3.832 | -3.251 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 97.8B | 0% |
| Annual Yield % from dividends | 1.07 | 1.61 | 66% |
| Returns for 1 year | -0.65 | 3.75 | -17% |
| Returns for 3 years | -2.32 | 6.54 | -35% |
| Returns for 5 years | 20.97 | 51.09 | 41% |
| Returns for 10 years | -12.63 | 60.35 | -21% |