Interact to see
Advertisement
Advertisement
JVAIX vs RMEBX
JVAIX vs RMEBX Comparison
Open Charts JVAIX vs RMEBX
JPMorgan Value Advantage L
Price$39.72
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
American Funds American Mutual R2E
Price$59.79
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JVAIX vs RMEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAIX vs. RMEBX commentary
Jul 07, 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: 109B vs. JVAIX (9.13B). JVAIX pays higher dividends than RMEBX: JVAIX (1.53) vs RMEBX (1.12). 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 : 11.31 vs. JVAIX (7.30). RMEBX return over 5 years is better than : 60.65 vs. JVAIX (42.52).
| 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 | 5.666 | 9.495 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 109B | 8% |
| Annual Yield % from dividends | 1.53 | 1.12 | 137% |
| Returns for 1 year | 7.30 | 11.31 | 65% |
| Returns for 3 years | 11.79 | 28.70 | 41% |
| Returns for 5 years | 42.52 | 60.65 | 70% |
| Returns for 10 years | 47.42 | 77.57 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement