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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$31.22
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets173.5M
American Funds American Mutual R4
Price$56.68
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets104.52B
JPIVX vs RMFEX Comparison Chart
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JPIVX vs. RMFEX commentary
Jan 23, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JPIVX (174M). 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 : 13.09 vs. JPIVX (12.33). RMFEX return over 5 years is better than : 41.74 vs. JPIVX (9.17).
| 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 | 3.928 | 3.278 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 105B | 0% |
| Annual Yield % from dividends | 1.65 | 1.95 | 85% |
| Returns for 1 year | 12.33 | 13.09 | 94% |
| Returns for 3 years | 9.25 | 17.47 | 53% |
| Returns for 5 years | 9.17 | 41.74 | 22% |
| Returns for 10 years | 1.64 | 71.77 | 2% |
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