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JAVAX vs RIEBX
JAVAX vs RIEBX Comparison
Open Charts JAVAX vs RIEBX
James Aggressive Allocation
Price$13.50
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets23.49M
American Funds Income Fund of Amer R2E
Price$25.21
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets127.13B
JAVAX vs RIEBX Comparison Chart
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JAVAX vs. RIEBX commentary
Apr 30, 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 JAVAX is a Buy and RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 127B vs. JAVAX (23.5M). RIEBX pays higher dividends than JAVAX: RIEBX (3.39) vs JAVAX (0.70). JAVAX was incepted earlier than RIEBX: JAVAX (10 years) vs RIEBX (11 years). RIEBX (1.07) and JAVAX (1.02) have similar cost to investors . RIEBX is a more actively managed with annual turnover of: 92.00 vs. JAVAX (19.00). RIEBX has a lower initial minimum investment than JAVAX: RIEBX (250) vs JAVAX (10000). RIEBX annual gain was more profitable for investors over the last year : 9.65 vs. JAVAX (5.87). JAVAX return over 5 years is better than : 53.57 vs. RIEBX (37.19).
| JAVAX | RIEBX | JAVAX / RIEBX | |
| Total Expense Ratio | 1.02 | 1.07 | 95% |
| Annual Report Gross Expense Ratio | 1.02 | 1.07 | 95% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -5.025 | 4.141 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5M | 127B | 0% |
| Annual Yield % from dividends | 0.70 | 3.39 | 21% |
| Returns for 1 year | 5.87 | 9.65 | 61% |
| Returns for 3 years | 30.29 | 11.90 | 254% |
| Returns for 5 years | 53.57 | 37.19 | 144% |
| Returns for 10 years | N/A | 31.68 | - |
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