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JIVCX vs RMFEX
JIVCX vs RMFEX Comparison
Open Charts JIVCX vs RMFEX
JPMorgan U.S. Applied Data Sci Val C
Price$29.33
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets150.53M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JIVCX vs RMFEX Comparison Chart
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JIVCX 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 JIVCX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. JIVCX (151M). RMFEX pays higher dividends than JIVCX: RMFEX (1.58) vs JIVCX (0.95). JIVCX was incepted earlier than RMFEX: JIVCX (20 years) vs RMFEX (23 years). JIVCX (1.56) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JIVCX (22.00). RMFEX has a lower initial minimum investment than JIVCX: RMFEX (250) vs JIVCX (1000). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. JIVCX (2.79). RMFEX return over 5 years is better than : 62.32 vs. JIVCX (21.93).
| JIVCX | RMFEX | JIVCX / RMFEX | |
| Total Expense Ratio | 1.23 | 0.62 | 198% |
| Annual Report Gross Expense Ratio | 1.56 | 0.62 | 252% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.210 | 6.152 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 106B | 0% |
| Annual Yield % from dividends | 0.95 | 1.58 | 60% |
| Returns for 1 year | 2.79 | 9.03 | 31% |
| Returns for 3 years | 16.83 | 29.63 | 57% |
| Returns for 5 years | 21.93 | 62.32 | 35% |
| Returns for 10 years | -10.15 | 76.27 | -13% |
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