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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$31.41
Change-$0.43 (-1.35%)
VolumeN/A
Net Assets170.98M
American Funds American Mutual R2E
Price$57.54
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
JIVRX vs RMEBX Comparison Chart
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JIVRX vs. RMEBX commentary
Feb 23, 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: 105B vs. JIVRX (171M). JIVRX pays higher dividends than RMEBX: JIVRX (1.69) vs RMEBX (1.54). JIVRX was incepted earlier than RMEBX: JIVRX (19 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. JIVRX (17.00). 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 : 10.88 vs. JIVRX (8.49). RMEBX return over 5 years is better than : 40.75 vs. JIVRX (9.66).
| JIVRX | RMEBX | JIVRX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 4.248 | 4.809 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 105B | 0% |
| Annual Yield % from dividends | 1.69 | 1.54 | 110% |
| Returns for 1 year | 8.49 | 10.88 | 78% |
| Returns for 3 years | 10.78 | 19.18 | 56% |
| Returns for 5 years | 9.66 | 40.75 | 24% |
| Returns for 10 years | -0.52 | 63.29 | -1% |