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JLVRX vs RMEBX
JLVRX vs RMEBX Comparison
Open Charts JLVRX vs RMEBX
JPMorgan Large Cap Value R5
Price$18.53
Change+$0.24 (+1.31%)
VolumeN/A
Net Assets4.48B
American Funds American Mutual R2E
Price$53.26
Change+$0.76 (+1.45%)
VolumeN/A
Net Assets95.8B
JLVRX vs RMEBX Comparison Chart
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JLVRX vs. RMEBX commentary
Apr 12, 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 JLVRX is a Hold and RMEBX is a Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 95.8B vs. JLVRX (4.48B). JLVRX pays higher dividends than RMEBX: JLVRX (1.36) vs RMEBX (1.18). JLVRX was incepted earlier than RMEBX: JLVRX (19 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JLVRX (0.61). JLVRX is a more actively managed with annual turnover of: 167.00 vs. RMEBX (31.00). 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 : 1.74 vs. JLVRX (-7.04). JLVRX return over 5 years is better than : 67.44 vs. RMEBX (52.21).
| JLVRX | RMEBX | JLVRX / RMEBX | |
| Total Expense Ratio | 0.54 | 1.07 | 50% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | -8.041 | -2.724 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 95.8B | 5% |
| Annual Yield % from dividends | 1.36 | 1.18 | 115% |
| Returns for 1 year | -7.04 | 1.74 | -404% |
| Returns for 3 years | -6.76 | 5.82 | -116% |
| Returns for 5 years | 67.44 | 52.21 | 129% |
| Returns for 10 years | 38.29 | 53.41 | 72% |
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