Ad is loading...
JVAYX vs RMEBX
JVAYX vs RMEBX Comparison
Open Charts JVAYX vs RMEBX
JPMorgan Value Advantage R6
Price$37.17
Change+$0.19 (+0.51%)
VolumeN/A
Net Assets8.55B
American Funds American Mutual R2E
Price$55.41
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JVAYX vs RMEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVAYX 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 JVAYX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 101B vs. JVAYX (8.55B). JVAYX pays higher dividends than RMEBX: JVAYX (1.72) vs RMEBX (1.21). JVAYX was incepted earlier than RMEBX: JVAYX (9 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JVAYX (0.59). RMEBX is a more actively managed with annual turnover of: 31.00 vs. JVAYX (17.00). RMEBX has a lower initial minimum investment than JVAYX: RMEBX (250) vs JVAYX (15000000). RMEBX annual gain was more profitable for investors over the last year : 5.19 vs. JVAYX (-0.78). RMEBX return over 5 years is better than : 55.02 vs. JVAYX (39.26).
| JVAYX | RMEBX | JVAYX / RMEBX | |
| Total Expense Ratio | 0.50 | 1.07 | 47% |
| Annual Report Gross Expense Ratio | 0.59 | 1.07 | 55% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -1.413 | 1.203 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 101B | 8% |
| Annual Yield % from dividends | 1.72 | 1.21 | 142% |
| Returns for 1 year | -0.78 | 5.19 | -15% |
| Returns for 3 years | -0.61 | 16.77 | -4% |
| Returns for 5 years | 39.26 | 55.02 | 71% |
| Returns for 10 years | N/A | 58.89 | - |