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JPIVX vs RMFEX
JPIVX vs RMFEX Comparison
Open Charts JPIVX vs RMFEX
JPMorgan U.S. Applied Data Sci Val I
Price$30.06
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
JPIVX vs RMFEX Comparison Chart
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JPIVX vs. RMFEX commentary
Dec 23, 2024
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 Sell and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. JPIVX (167M). RMFEX pays higher dividends than JPIVX: RMFEX (1.95) vs JPIVX (1.65). JPIVX was incepted earlier than RMFEX: JPIVX (22 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. JPIVX (17.00). 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 : 11.46 vs. JPIVX (9.94). RMFEX return over 5 years is better than : 39.98 vs. JPIVX (4.38).
| JPIVX | RMFEX | JPIVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.886 | 10.279 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 102B | 0% |
| Annual Yield % from dividends | 1.65 | 1.95 | 85% |
| Returns for 1 year | 9.94 | 11.46 | 87% |
| Returns for 3 years | 4.95 | 13.43 | 37% |
| Returns for 5 years | 4.38 | 39.98 | 11% |
| Returns for 10 years | -4.39 | 65.36 | -7% |