Interact to see
Advertisement
Advertisement
JIVCX vs RMEBX
JIVCX vs RMEBX Comparison
Open Charts JIVCX vs RMEBX
JPMorgan U.S. Applied Data Sci Val C
Price$27.86
Change-$2.57 (-8.45%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R2E
Price$59.45
Change-$0.34 (-0.57%)
VolumeN/A
Net Assets109.01B
JIVCX vs RMEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIVCX vs. RMEBX commentary
Jul 08, 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 JIVCX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. JIVCX (151M). RMEBX (1.12) and JIVCX (1.10) have matching dividends . JIVCX was incepted earlier than RMEBX: JIVCX (20 years) vs RMEBX (11 years). JIVCX (1.56) is less costly to investors than RMEBX (1.07). RMEBX is a more actively managed with annual turnover of: 31.00 vs. JIVCX (22.00). RMEBX has a lower initial minimum investment than JIVCX: RMEBX (250) vs JIVCX (1000). RMEBX annual gain was more profitable for investors over the last year : 10.33 vs. JIVCX (-2.14). RMEBX return over 5 years is better than : 59.61 vs. JIVCX (16.81).
| JIVCX | RMEBX | JIVCX / RMEBX | |
| Total Expense Ratio | 1.23 | 1.07 | 115% |
| Annual Report Gross Expense Ratio | 1.56 | 1.07 | 146% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | -2.484 | 8.872 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.10 | 1.12 | 99% |
| Returns for 1 year | -2.14 | 10.33 | -21% |
| Returns for 3 years | 9.31 | 28.29 | 33% |
| Returns for 5 years | 16.81 | 59.61 | 28% |
| Returns for 10 years | -12.38 | 75.74 | -16% |