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HLQVX vs RMEBX
HLQVX vs RMEBX Comparison
Open Charts HLQVX vs RMEBX
JPMorgan Large Cap Value I
Price$19.60
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets4.92B
American Funds American Mutual R2E
Price$57.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.31B
HLQVX vs RMEBX Comparison Chart
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HLQVX vs. RMEBX commentary
Jun 05, 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 HLQVX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. HLQVX (4.92B). HLQVX pays higher dividends than RMEBX: HLQVX (1.25) vs RMEBX (1.16). HLQVX was incepted earlier than RMEBX: HLQVX (34 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than HLQVX (0.76). HLQVX is a more actively managed with annual turnover of: 167.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than HLQVX: RMEBX (250) vs HLQVX (1000000). RMEBX annual gain was more profitable for investors over the last year : 8.97 vs. HLQVX (0.36). RMEBX (49.85) and HLQVX (48.92) have equivalent 5 years return.
| HLQVX | RMEBX | HLQVX / RMEBX | |
| Total Expense Ratio | 0.69 | 1.07 | 64% |
| Annual Report Gross Expense Ratio | 0.76 | 1.07 | 71% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 0.072 | 5.349 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 105B | 5% |
| Annual Yield % from dividends | 1.25 | 1.16 | 108% |
| Returns for 1 year | 0.36 | 8.97 | 4% |
| Returns for 3 years | 5.61 | 18.03 | 31% |
| Returns for 5 years | 48.92 | 49.85 | 98% |
| Returns for 10 years | 45.70 | 67.40 | 68% |
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