Ad is loading...
JPIVX vs RMFEX
JPIVX vs RMFEX Comparison
Open Charts JPIVX vs RMFEX
JPMorgan U.S. Applied Data Sci Val I
Price$28.48
Change-$0.35 (-1.21%)
VolumeN/A
Net Assets154.48M
American Funds American Mutual R4
Price$52.93
Change-$0.68 (-1.27%)
VolumeN/A
Net Assets97.76B
JPIVX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPIVX vs. RMFEX commentary
Apr 17, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.8B vs. JPIVX (154M). RMFEX (1.61) and JPIVX (1.55) have matching dividends . JPIVX was incepted earlier than RMFEX: JPIVX (22 years) vs RMFEX (23 years). JPIVX (0.76) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JPIVX (22.00). RMFEX has a lower initial minimum investment than JPIVX: RMFEX (250) vs JPIVX (1000000). RMFEX annual gain was more profitable for investors over the last year : 3.75 vs. JPIVX (0.11). RMFEX return over 5 years is better than : 51.09 vs. JPIVX (25.31).
| JPIVX | RMFEX | JPIVX / RMFEX | |
| Total Expense Ratio | 0.49 | 0.62 | 79% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -3.712 | -3.251 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 97.8B | 0% |
| Annual Yield % from dividends | 1.55 | 1.61 | 96% |
| Returns for 1 year | 0.11 | 3.75 | 3% |
| Returns for 3 years | -0.42 | 6.54 | -6% |
| Returns for 5 years | 25.31 | 51.09 | 50% |
| Returns for 10 years | -7.42 | 60.35 | -12% |
View a ticker or compare two or three
VS
VS
Ad is loading...