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JVAIX vs RMEBX
JVAIX vs RMEBX Comparison
Open Charts JVAIX vs RMEBX
JPMorgan Value Advantage L
Price$37.23
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets8.55B
American Funds American Mutual R2E
Price$55.41
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JVAIX vs RMEBX Comparison Chart
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JVAIX vs. RMEBX commentary
May 09, 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: 101B vs. JVAIX (8.55B). JVAIX pays higher dividends than RMEBX: JVAIX (1.61) vs RMEBX (1.21). 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 : 5.19 vs. JVAIX (-0.86). RMEBX return over 5 years is better than : 55.02 vs. JVAIX (38.78).
| 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 | -1.437 | 1.203 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 101B | 8% |
| Annual Yield % from dividends | 1.61 | 1.21 | 134% |
| Returns for 1 year | -0.86 | 5.19 | -17% |
| Returns for 3 years | -0.75 | 16.77 | -4% |
| Returns for 5 years | 38.78 | 55.02 | 70% |
| Returns for 10 years | 35.67 | 58.89 | 61% |