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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$30.63
Change-$0.30 (-0.97%)
VolumeN/A
Net Assets150.53M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JPIVX vs RMFEX Comparison Chart
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JPIVX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. JPIVX (151M). RMFEX (1.58) and JPIVX (1.56) 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 : 9.03 vs. JPIVX (3.60). RMFEX return over 5 years is better than : 62.32 vs. JPIVX (27.47).
| 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 | 2.300 | 6.152 | 37% |
| 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 | 1.58 | 99% |
| Returns for 1 year | 3.60 | 9.03 | 40% |
| Returns for 3 years | 19.43 | 29.63 | 66% |
| Returns for 5 years | 27.47 | 62.32 | 44% |
| Returns for 10 years | -2.90 | 76.27 | -4% |
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