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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$31.22
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets173.5M
American Funds American Mutual R3
Price$56.33
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets104.52B
JPIVX vs RMFCX Comparison Chart
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JPIVX vs. RMFCX commentary
Jan 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 JPIVX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. JPIVX (174M). 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). JPIVX (12.33) and RMFCX (12.29) have marching annual gain over last year. RMFCX return over 5 years is better than : 40.36 vs. JPIVX (9.17).
| 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 | 3.928 | 3.187 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 105B | 0% |
| Annual Yield % from dividends | 1.65 | 1.69 | 97% |
| Returns for 1 year | 12.33 | 12.29 | 100% |
| Returns for 3 years | 9.25 | 16.30 | 57% |
| Returns for 5 years | 9.17 | 40.36 | 23% |
| Returns for 10 years | 1.64 | 65.40 | 3% |
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