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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$31.56
Change+$0.24 (+0.77%)
VolumeN/A
Net Assets172.59M
American Funds American Mutual R2E
Price$57.15
Change+$0.51 (+0.90%)
VolumeN/A
Net Assets104.41B
JIVMX vs RMEBX Comparison Chart
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JIVMX vs. RMEBX commentary
Jan 24, 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 Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 104B vs. JIVMX (173M). JIVMX pays higher dividends than RMEBX: JIVMX (1.78) vs RMEBX (1.54). JIVMX was incepted earlier than RMEBX: JIVMX (14 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. JIVMX (17.00). RMEBX has a lower initial minimum investment than JIVMX: RMEBX (250) vs JIVMX (15000000). JIVMX (12.53) and RMEBX (12.15) have marching annual gain over last year. RMEBX return over 5 years is better than : 39.34 vs. JIVMX (10.16).
| JIVMX | RMEBX | JIVMX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 3.950 | 3.169 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 104B | 0% |
| Annual Yield % from dividends | 1.78 | 1.54 | 115% |
| Returns for 1 year | 12.53 | 12.15 | 103% |
| Returns for 3 years | 9.67 | 15.80 | 61% |
| Returns for 5 years | 10.16 | 39.34 | 26% |
| Returns for 10 years | 3.53 | 63.89 | 6% |
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