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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$29.88
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets157.93M
American Funds American Mutual R2E
Price$55.41
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JIVMX vs RMEBX Comparison Chart
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JIVMX vs. RMEBX commentary
May 09, 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: 101B vs. JIVMX (158M). JIVMX pays higher dividends than RMEBX: JIVMX (1.74) vs RMEBX (1.21). 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 : 5.19 vs. JIVMX (0.21). RMEBX return over 5 years is better than : 55.02 vs. JIVMX (29.07).
| 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 | -0.835 | 1.203 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 101B | 0% |
| Annual Yield % from dividends | 1.74 | 1.21 | 144% |
| Returns for 1 year | 0.21 | 5.19 | 4% |
| Returns for 3 years | 9.65 | 16.77 | 58% |
| Returns for 5 years | 29.07 | 55.02 | 53% |
| Returns for 10 years | -3.65 | 58.89 | -6% |