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JPIVX vs RMEBX
JPIVX vs RMEBX Comparison
Open Charts JPIVX vs RMEBX
JPMorgan U.S. Applied Data Sci Val I
Price$31.32
Change-$0.42 (-1.32%)
VolumeN/A
Net Assets170.98M
American Funds American Mutual R2E
Price$57.54
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
JPIVX vs RMEBX Comparison Chart
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JPIVX 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 JPIVX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. JPIVX (171M). JPIVX pays higher dividends than RMEBX: JPIVX (1.65) vs RMEBX (1.54). JPIVX was incepted earlier than RMEBX: JPIVX (22 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. JPIVX (17.00). RMEBX has a lower initial minimum investment than JPIVX: RMEBX (250) vs JPIVX (1000000). RMEBX annual gain was more profitable for investors over the last year : 10.88 vs. JPIVX (8.46). RMEBX return over 5 years is better than : 40.75 vs. JPIVX (9.20).
| JPIVX | RMEBX | JPIVX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 4.261 | 4.809 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 105B | 0% |
| Annual Yield % from dividends | 1.65 | 1.54 | 107% |
| Returns for 1 year | 8.46 | 10.88 | 78% |
| Returns for 3 years | 10.64 | 19.18 | 56% |
| Returns for 5 years | 9.20 | 40.75 | 23% |
| Returns for 10 years | -1.60 | 63.29 | -3% |