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JIVMX vs RMEBX
JIVMX vs RMEBX Comparison
Open Charts JIVMX vs RMEBX
JPMorgan U.S. Applied Data Sci Val R6
Price$28.67
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets152.46M
American Funds American Mutual R2E
Price$52.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
JIVMX vs RMEBX Comparison Chart
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JIVMX vs. RMEBX commentary
Apr 18, 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 JIVMX is a StrongBuy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 96.5B vs. JIVMX (152M). JIVMX pays higher dividends than RMEBX: JIVMX (1.69) vs RMEBX (1.18). JIVMX was incepted earlier than RMEBX: JIVMX (14 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JIVMX (0.51). RMEBX is a more actively managed with annual turnover of: 31.00 vs. JIVMX (22.00). RMEBX has a lower initial minimum investment than JIVMX: RMEBX (250) vs JIVMX (15000000). RMEBX annual gain was more profitable for investors over the last year : 3.48 vs. JIVMX (-0.68). RMEBX return over 5 years is better than : 47.73 vs. JIVMX (24.86).
| JIVMX | RMEBX | JIVMX / RMEBX | |
| Total Expense Ratio | 0.34 | 1.07 | 32% |
| Annual Report Gross Expense Ratio | 0.51 | 1.07 | 48% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -4.832 | -3.381 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 96.5B | 0% |
| Annual Yield % from dividends | 1.69 | 1.18 | 143% |
| Returns for 1 year | -0.68 | 3.48 | -20% |
| Returns for 3 years | -1.36 | 5.34 | -25% |
| Returns for 5 years | 24.86 | 47.73 | 52% |
| Returns for 10 years | -7.53 | 51.61 | -15% |
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