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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$30.43
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JIVCX vs RMFEX Comparison Chart in %
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JIVCX vs. RMFEX commentary
Jul 06, 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: 109B vs. JIVCX (151M). RMFEX pays higher dividends than JIVCX: RMFEX (1.53) vs JIVCX (1.10). 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 : 11.81 vs. JIVCX (6.84). RMFEX return over 5 years is better than : 64.33 vs. JIVCX (27.08).
| 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 | 6.511 | 9.748 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.10 | 1.53 | 72% |
| Returns for 1 year | 6.84 | 11.81 | 58% |
| Returns for 3 years | 19.58 | 30.45 | 64% |
| Returns for 5 years | 27.08 | 64.33 | 42% |
| Returns for 10 years | -4.21 | 86.20 | -5% |
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