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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$30.28
Change-$0.41 (-1.34%)
VolumeN/A
Net Assets170.98M
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
JIVZX vs RMFEX Comparison Chart
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JIVZX vs. RMFEX commentary
Feb 23, 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: 105B vs. JIVZX (171M). 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 annual gain was more profitable for investors over the last year : 11.37 vs. JIVZX (7.59). RMFEX return over 5 years is better than : 43.97 vs. JIVZX (5.37).
| 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 | 4.162 | 4.880 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 105B | 0% |
| Annual Yield % from dividends | 1.16 | 1.95 | 59% |
| Returns for 1 year | 7.59 | 11.37 | 67% |
| Returns for 3 years | 8.57 | 20.81 | 41% |
| Returns for 5 years | 5.37 | 43.97 | 12% |
| Returns for 10 years | -7.21 | 71.03 | -10% |