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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$31.79
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R3
Price$59.46
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets109.01B
JPIVX vs RMFCX Comparison Chart in %
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JPIVX vs. RMFCX commentary
Jul 06, 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 Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. JPIVX (151M). JPIVX pays higher dividends than RMFCX: JPIVX (1.51) vs RMFCX (1.27). 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 : 11.47 vs. JPIVX (7.62). RMFCX return over 5 years is better than : 61.83 vs. JPIVX (32.83).
| 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 | 6.615 | 9.596 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.51 | 1.27 | 119% |
| Returns for 1 year | 7.62 | 11.47 | 66% |
| Returns for 3 years | 22.41 | 29.27 | 77% |
| Returns for 5 years | 32.83 | 61.83 | 53% |
| Returns for 10 years | 3.66 | 79.21 | 5% |