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JVAAX vs RMEBX
JVAAX vs RMEBX Comparison
Open Charts JVAAX vs RMEBX
JPMorgan Value Advantage A
Price$36.11
Change-$1.77 (-4.67%)
VolumeN/A
Net Assets8.94B
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JVAAX vs RMEBX Comparison Chart
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JVAAX vs. RMEBX commentary
Apr 04, 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 JVAAX is a StrongBuy and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. JVAAX (8.94B). JVAAX (1.22) and RMEBX (1.18) have matching dividends . JVAAX was incepted earlier than RMEBX: JVAAX (20 years) vs RMEBX (11 years). JVAAX (1.10) and RMEBX (1.07) have similar cost to investors . RMEBX is a more actively managed with annual turnover of: 31.00 vs. JVAAX (17.00). RMEBX has a lower initial minimum investment than JVAAX: RMEBX (250) vs JVAAX (1000). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. JVAAX (0.98). RMEBX return over 5 years is better than : 74.87 vs. JVAAX (62.63).
| JVAAX | RMEBX | JVAAX / RMEBX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 1.07 | 103% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 1.801 | 2.774 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 103B | 9% |
| Annual Yield % from dividends | 1.22 | 1.18 | 103% |
| Returns for 1 year | 0.98 | 6.63 | 15% |
| Returns for 3 years | -3.97 | 11.00 | -36% |
| Returns for 5 years | 62.63 | 74.87 | 84% |
| Returns for 10 years | 36.64 | 63.22 | 58% |
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