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JVAIX vs RMEBX
JVAIX vs RMEBX Comparison
Open Charts JVAIX vs RMEBX
JPMorgan Value Advantage L
Price$35.53
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets8.21B
American Funds American Mutual R2E
Price$52.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
JVAIX vs RMEBX Comparison Chart
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JVAIX vs. RMEBX commentary
Apr 18, 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 StrongBuy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 96.5B vs. JVAIX (8.21B). JVAIX pays higher dividends than RMEBX: JVAIX (1.56) vs RMEBX (1.18). JVAIX was incepted earlier than RMEBX: JVAIX (20 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JVAIX (0.69). RMEBX is a more actively managed with annual turnover of: 31.00 vs. JVAIX (17.00). RMEBX has a lower initial minimum investment than JVAIX: RMEBX (250) vs JVAIX (3000000). RMEBX annual gain was more profitable for investors over the last year : 3.48 vs. JVAIX (-2.22). RMEBX return over 5 years is better than : 47.73 vs. JVAIX (33.16).
| JVAIX | RMEBX | JVAIX / RMEBX | |
| Total Expense Ratio | 0.69 | 1.07 | 64% |
| Annual Report Gross Expense Ratio | 0.69 | 1.07 | 64% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | -6.092 | -3.381 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 96.5B | 9% |
| Annual Yield % from dividends | 1.56 | 1.18 | 132% |
| Returns for 1 year | -2.22 | 3.48 | -64% |
| Returns for 3 years | -10.64 | 5.34 | -199% |
| Returns for 5 years | 33.16 | 47.73 | 69% |
| Returns for 10 years | 30.03 | 51.61 | 58% |
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