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JIVZX vs RMEBX
JIVZX vs RMEBX Comparison
Open Charts JIVZX vs RMEBX
JPMorgan U.S. Applied Data Sci Val R2
Price$29.99
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets171.52M
American Funds American Mutual R2E
Price$56.08
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
JIVZX vs RMEBX Comparison Chart
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JIVZX vs. RMEBX commentary
Jan 19, 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 JIVZX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. JIVZX (172M). RMEBX pays higher dividends than JIVZX: RMEBX (1.54) vs JIVZX (1.16). JIVZX was incepted earlier than RMEBX: JIVZX (16 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. JIVZX (17.00). JIVZX has a lower initial minimum investment than RMEBX: JIVZX (0) vs RMEBX (250). JIVZX (12.70) and RMEBX (12.29) have marching annual gain over last year. RMEBX return over 5 years is better than : 36.84 vs. JIVZX (2.43).
| JIVZX | RMEBX | JIVZX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 3.165 | 2.149 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 103B | 0% |
| Annual Yield % from dividends | 1.16 | 1.54 | 75% |
| Returns for 1 year | 12.70 | 12.29 | 103% |
| Returns for 3 years | 3.56 | 12.11 | 29% |
| Returns for 5 years | 2.43 | 36.84 | 7% |
| Returns for 10 years | -3.42 | 63.72 | -5% |