Ad is loading...
JVARX vs RMEBX
JVARX vs RMEBX Comparison
Open Charts JVARX vs RMEBX
JPMorgan Value Advantage R5
Price$38.19
Change+$0.31 (+0.82%)
VolumeN/A
Net Assets8.87B
American Funds American Mutual R2E
Price$56.27
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
JVARX vs RMEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVARX vs. RMEBX commentary
Apr 03, 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 StrongBuy and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 102B vs. JVARX (8.87B). JVARX pays higher dividends than RMEBX: JVARX (1.57) vs RMEBX (1.18). 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 : 6.41 vs. JVARX (0.53). RMEBX return over 5 years is better than : 74.87 vs. JVARX (64.34).
| 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 | 1.067 | 2.774 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 102B | 9% |
| Annual Yield % from dividends | 1.57 | 1.18 | 133% |
| Returns for 1 year | 0.53 | 6.41 | 8% |
| Returns for 3 years | -3.93 | 11.06 | -36% |
| Returns for 5 years | 64.34 | 74.87 | 86% |
| Returns for 10 years | N/A | 64.23 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers