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JVARX vs RMEBX
JVARX vs RMEBX Comparison
Open Charts JVARX vs RMEBX
JPMorgan Value Advantage R5
Price$39.69
Change-$0.25 (-0.63%)
VolumeN/A
Net Assets9.06B
American Funds American Mutual R2E
Price$62.23
Change-$0.34 (-0.54%)
VolumeN/A
Net Assets112.58B
JVARX vs RMEBX Comparison Chart in %
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JVARX vs. RMEBX commentary
Oct 10, 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 JVARX is a Hold and RMEBX is a Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 113B vs. JVARX (9.06B). JVARX pays higher dividends than RMEBX: JVARX (1.49) vs RMEBX (1.05). JVARX was incepted earlier than RMEBX: JVARX (9 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JVARX (0.69). RMEBX is a more actively managed with annual turnover of: 31.00 vs. JVARX (17.00). JVARX has a lower initial minimum investment than RMEBX: JVARX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 6.47 vs. JVARX (-2.41). RMEBX return over 5 years is better than : 56.87 vs. JVARX (31.68).
| JVARX | RMEBX | JVARX / RMEBX | |
| Total Expense Ratio | 0.60 | 1.07 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.07 | 64% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 5.896 | 14.224 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 113B | 8% |
| Annual Yield % from dividends | 1.49 | 1.05 | 142% |
| Returns for 1 year | -2.41 | 6.47 | -37% |
| Returns for 3 years | 16.85 | 43.08 | 39% |
| Returns for 5 years | 31.68 | 56.87 | 56% |
| Returns for 10 years | N/A | 91.28 | - |
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