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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$30.63
Change-$0.30 (-0.97%)
VolumeN/A
Net Assets150.53M
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets105.76B
JPIVX vs RMFCX Comparison Chart
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JPIVX vs. RMFCX commentary
Jun 16, 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: 106B vs. JPIVX (151M). JPIVX pays higher dividends than RMFCX: JPIVX (1.56) vs RMFCX (1.31). 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 : 8.70 vs. JPIVX (3.60). RMFCX return over 5 years is better than : 59.85 vs. JPIVX (27.47).
| 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 | 2.300 | 6.021 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 106B | 0% |
| Annual Yield % from dividends | 1.56 | 1.31 | 119% |
| Returns for 1 year | 3.60 | 8.70 | 41% |
| Returns for 3 years | 19.43 | 28.43 | 68% |
| Returns for 5 years | 27.47 | 59.85 | 46% |
| Returns for 10 years | -2.90 | 69.75 | -4% |
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