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JIVZX vs RMFCX
JIVZX vs RMFCX Comparison
Open Charts JIVZX vs RMFCX
JPMorgan U.S. Applied Data Sci Val R2
Price$30.76
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R3
Price$59.46
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets109.01B
JIVZX vs RMFCX Comparison Chart in %
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JIVZX vs. RMFCX commentary
Jul 07, 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 JIVZX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. JIVZX (151M). RMFCX pays higher dividends than JIVZX: RMFCX (1.27) vs JIVZX (1.16). JIVZX was incepted earlier than RMFCX: JIVZX (17 years) vs RMFCX (23 years). JIVZX (1.33) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JIVZX (22.00). JIVZX has a lower initial minimum investment than RMFCX: JIVZX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 11.47 vs. JIVZX (6.99). RMFCX return over 5 years is better than : 61.83 vs. JIVZX (28.41).
| JIVZX | RMFCX | JIVZX / RMFCX | |
| Total Expense Ratio | 1.09 | 0.91 | 120% |
| Annual Report Gross Expense Ratio | 1.33 | 0.91 | 146% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 6.501 | 9.596 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.16 | 1.27 | 92% |
| Returns for 1 year | 6.99 | 11.47 | 61% |
| Returns for 3 years | 20.14 | 29.27 | 69% |
| Returns for 5 years | 28.41 | 61.83 | 46% |
| Returns for 10 years | -2.18 | 79.21 | -3% |
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