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JLVRX vs RMEBX
JLVRX vs RMEBX Comparison
Open Charts JLVRX vs RMEBX
JPMorgan Large Cap Value R5
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R2E
Price$55.95
Change-$2.99 (-5.07%)
VolumeN/A
CapitalizationN/A
JLVRX vs RMEBX Comparison Chart
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JLVRX vs. RMEBX commentary
Dec 19, 2024
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 JLVRX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 104B vs. JLVRX (5.06B). JLVRX (1.61) and RMEBX (1.54) have matching dividends . JLVRX was incepted earlier than RMEBX: JLVRX (19 years) vs RMEBX (10 years). JLVRX is a more actively managed with annual turnover of: 143.00 vs. RMEBX (25.00). JLVRX has a lower initial minimum investment than RMEBX: JLVRX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 12.51 vs. JLVRX (10.58). JLVRX return over 5 years is better than : 43.38 vs. RMEBX (39.44).
| JLVRX | RMEBX | JLVRX / 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 | 9.584 | 11.313 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 104B | 5% |
| Annual Yield % from dividends | 1.61 | 1.54 | 105% |
| Returns for 1 year | 10.58 | 12.51 | 85% |
| Returns for 3 years | 15.88 | 13.70 | 116% |
| Returns for 5 years | 43.38 | 39.44 | 110% |
| Returns for 10 years | 56.78 | 60.50 | 94% |
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