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JPIVX vs RMFCX
JPIVX vs RMFCX Comparison
Open Charts JPIVX vs RMFCX
JPMorgan U.S. Applied Data Sci Val I
Price$28.48
Change-$0.35 (-1.21%)
VolumeN/A
Net Assets154.48M
American Funds American Mutual R3
Price$52.60
Change-$0.69 (-1.29%)
VolumeN/A
Net Assets97.76B
JPIVX vs RMFCX Comparison Chart
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JPIVX vs. RMFCX commentary
Apr 17, 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 JPIVX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 97.8B vs. JPIVX (154M). JPIVX pays higher dividends than RMFCX: JPIVX (1.55) vs RMFCX (1.34). JPIVX was incepted earlier than RMFCX: JPIVX (22 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than JPIVX (0.76). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JPIVX (22.00). RMFCX has a lower initial minimum investment than JPIVX: RMFCX (250) vs JPIVX (1000000). RMFCX annual gain was more profitable for investors over the last year : 3.42 vs. JPIVX (0.11). RMFCX return over 5 years is better than : 48.78 vs. JPIVX (25.31).
| JPIVX | RMFCX | JPIVX / RMFCX | |
| Total Expense Ratio | 0.49 | 0.91 | 54% |
| Annual Report Gross Expense Ratio | 0.76 | 0.91 | 84% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -3.712 | -3.342 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 97.8B | 0% |
| Annual Yield % from dividends | 1.55 | 1.34 | 115% |
| Returns for 1 year | 0.11 | 3.42 | 3% |
| Returns for 3 years | -0.42 | 5.55 | -8% |
| Returns for 5 years | 25.31 | 48.78 | 52% |
| Returns for 10 years | -7.42 | 54.35 | -14% |