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HLQVX vs RMEBX
HLQVX vs RMEBX Comparison
Open Charts HLQVX vs RMEBX
JPMorgan Large Cap Value I
Price$18.54
Change+$1.13 (+6.49%)
VolumeN/A
Net Assets4.33B
American Funds American Mutual R2E
Price$53.86
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets98.3B
HLQVX vs RMEBX Comparison Chart
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HLQVX vs. RMEBX commentary
Apr 11, 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 Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 98.3B vs. HLQVX (4.33B). HLQVX pays higher dividends than RMEBX: HLQVX (1.25) vs RMEBX (1.18). 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 : -4.56 vs. HLQVX (-11.88). HLQVX return over 5 years is better than : 60.30 vs. RMEBX (44.36).
| 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 | -11.200 | -7.747 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 98.3B | 4% |
| Annual Yield % from dividends | 1.25 | 1.18 | 106% |
| Returns for 1 year | -11.88 | -4.56 | 261% |
| Returns for 3 years | -11.27 | -1.07 | 1,049% |
| Returns for 5 years | 60.30 | 44.36 | 136% |
| Returns for 10 years | 30.94 | 44.99 | 69% |
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