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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$29.79
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets157.93M
American Funds American Mutual R3
Price$55.11
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.63B
JPIVX vs RMFCX Comparison Chart
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JPIVX vs. RMFCX commentary
May 09, 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: 101B vs. JPIVX (158M). JPIVX pays higher dividends than RMFCX: JPIVX (1.59) vs RMFCX (1.37). 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 : 5.35 vs. JPIVX (0.06). RMFCX return over 5 years is better than : 56.16 vs. JPIVX (27.98).
| 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 | -0.873 | 1.270 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 101B | 0% |
| Annual Yield % from dividends | 1.59 | 1.37 | 116% |
| Returns for 1 year | 0.06 | 5.35 | 1% |
| Returns for 3 years | 9.20 | 17.29 | 53% |
| Returns for 5 years | 27.98 | 56.16 | 50% |
| Returns for 10 years | -5.42 | 60.33 | -9% |
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