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JIVAX vs RMEBX
JIVAX vs RMEBX Comparison
Open Charts JIVAX vs RMEBX
JPMorgan U.S. Applied Data Sci Val A
Price$28.60
Change+$1.85 (+6.92%)
VolumeN/A
Net Assets145.64M
American Funds American Mutual R2E
Price$53.86
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
JIVAX vs RMEBX Comparison Chart
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JIVAX 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 JIVAX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 92.2B vs. JIVAX (146M). JIVAX pays higher dividends than RMEBX: JIVAX (1.36) vs RMEBX (1.18). JIVAX was incepted earlier than RMEBX: JIVAX (20 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JIVAX (1.01). RMEBX is a more actively managed with annual turnover of: 31.00 vs. JIVAX (22.00). RMEBX has a lower initial minimum investment than JIVAX: RMEBX (250) vs JIVAX (1000). RMEBX annual gain was more profitable for investors over the last year : -4.56 vs. JIVAX (-9.43). RMEBX return over 5 years is better than : 44.36 vs. JIVAX (17.21).
| JIVAX | RMEBX | JIVAX / RMEBX | |
| Total Expense Ratio | 0.73 | 1.07 | 68% |
| Annual Report Gross Expense Ratio | 1.01 | 1.07 | 94% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | -9.330 | -7.747 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 92.2B | 0% |
| Annual Yield % from dividends | 1.36 | 1.18 | 115% |
| Returns for 1 year | -9.43 | -4.56 | 207% |
| Returns for 3 years | -8.22 | -1.07 | 765% |
| Returns for 5 years | 17.21 | 44.36 | 39% |
| Returns for 10 years | -15.59 | 44.99 | -35% |