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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$30.06
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.73
Change+$0.55 (+1.02%)
VolumeN/A
CapitalizationN/A
JPIVX vs RMFCX Comparison Chart
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JPIVX vs. RMFCX commentary
Dec 23, 2024
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 Sell and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 102B vs. JPIVX (167M). RMFCX (1.69) and JPIVX (1.65) have matching dividends . JPIVX was incepted earlier than RMFCX: JPIVX (22 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. JPIVX (17.00). 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 : 11.11 vs. JPIVX (9.94). RMFCX return over 5 years is better than : 37.80 vs. JPIVX (4.38).
| JPIVX | RMFCX | JPIVX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.886 | 9.921 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 102B | 0% |
| Annual Yield % from dividends | 1.65 | 1.69 | 97% |
| Returns for 1 year | 9.94 | 11.11 | 90% |
| Returns for 3 years | 4.95 | 12.38 | 40% |
| Returns for 5 years | 4.38 | 37.80 | 12% |
| Returns for 10 years | -4.39 | 59.36 | -7% |