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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$31.79
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JPIVX vs RMFEX Comparison Chart in %
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JPIVX 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 JPIVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JPIVX (151M). RMFEX (1.53) and JPIVX (1.51) 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 : 11.81 vs. JPIVX (7.62). RMFEX return over 5 years is better than : 64.33 vs. JPIVX (32.83).
| 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 | 6.615 | 9.748 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.51 | 1.53 | 99% |
| Returns for 1 year | 7.62 | 11.81 | 65% |
| Returns for 3 years | 22.41 | 30.45 | 74% |
| Returns for 5 years | 32.83 | 64.33 | 51% |
| Returns for 10 years | 3.66 | 86.20 | 4% |
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