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JVAIX vs RMEBX
JVAIX vs RMEBX Comparison
Open Charts JVAIX vs RMEBX
JPMorgan Value Advantage L
Price$38.70
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets9.17B
American Funds American Mutual R2E
Price$56.08
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
JVAIX vs RMEBX Comparison Chart
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JVAIX vs. RMEBX commentary
Jan 19, 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 JVAIX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. JVAIX (9.17B). RMEBX (1.54) and JVAIX (1.54) have matching dividends . JVAIX was incepted earlier than RMEBX: JVAIX (20 years) vs RMEBX (10 years). RMEBX (25.00) and JVAIX (24.00) have comparable annual turnover. RMEBX has a lower initial minimum investment than JVAIX: RMEBX (250) vs JVAIX (3000000). JVAIX (12.62) and RMEBX (12.29) have marching annual gain over last year. RMEBX return over 5 years is better than : 36.84 vs. JVAIX (9.79).
| JVAIX | RMEBX | JVAIX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 2.953 | 2.149 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 103B | 9% |
| Annual Yield % from dividends | 1.54 | 1.54 | 100% |
| Returns for 1 year | 12.62 | 12.29 | 103% |
| Returns for 3 years | -1.86 | 12.11 | -15% |
| Returns for 5 years | 9.79 | 36.84 | 27% |
| Returns for 10 years | 49.02 | 63.72 | 77% |