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JIVRX vs RMEBX
JIVRX vs RMEBX Comparison
Open Charts JIVRX vs RMEBX
JPMorgan U.S. Applied Data Sci Val R5
Price$29.30
Change-$2.59 (-8.12%)
VolumeN/A
Net Assets150.71M
American Funds American Mutual R2E
Price$59.45
Change-$0.34 (-0.57%)
VolumeN/A
Net Assets109.01B
JIVRX vs RMEBX Comparison Chart in %
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JIVRX 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 JIVRX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. JIVRX (151M). JIVRX pays higher dividends than RMEBX: JIVRX (1.56) vs RMEBX (1.12). JIVRX was incepted earlier than RMEBX: JIVRX (19 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JIVRX (0.63). RMEBX is a more actively managed with annual turnover of: 31.00 vs. JIVRX (22.00). JIVRX has a lower initial minimum investment than RMEBX: JIVRX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 10.33 vs. JIVRX (-0.99). RMEBX return over 5 years is better than : 59.61 vs. JIVRX (23.03).
| JIVRX | RMEBX | JIVRX / RMEBX | |
| Total Expense Ratio | 0.44 | 1.07 | 41% |
| Annual Report Gross Expense Ratio | 0.63 | 1.07 | 59% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | -2.006 | 8.872 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 109B | 0% |
| Annual Yield % from dividends | 1.56 | 1.12 | 139% |
| Returns for 1 year | -0.99 | 10.33 | -10% |
| Returns for 3 years | 12.50 | 28.29 | 44% |
| Returns for 5 years | 23.03 | 59.61 | 39% |
| Returns for 10 years | -3.75 | 75.74 | -5% |