Ad is loading...
JPIVX vs RMEBX
JPIVX vs RMEBX Comparison
Open Charts JPIVX vs RMEBX
JPMorgan U.S. Applied Data Sci Val I
Price$31.22
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets173.5M
American Funds American Mutual R2E
Price$56.64
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets104.52B
JPIVX vs RMEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPIVX vs. RMEBX commentary
Jan 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 (174M). 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 (12.60) and JPIVX (12.33) have marching annual gain over last year. RMEBX return over 5 years is better than : 38.58 vs. JPIVX (9.17).
| 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 | 3.928 | 3.260 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 105B | 0% |
| Annual Yield % from dividends | 1.65 | 1.54 | 107% |
| Returns for 1 year | 12.33 | 12.60 | 98% |
| Returns for 3 years | 9.25 | 15.90 | 58% |
| Returns for 5 years | 9.17 | 38.58 | 24% |
| Returns for 10 years | 1.64 | 64.03 | 3% |