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JVLIX vs RMEBX
JVLIX vs RMEBX Comparison
Open Charts JVLIX vs RMEBX
JHancock Disciplined Value I
Price$21.68
Change-$1.01 (-4.45%)
VolumeN/A
Net Assets16.86B
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JVLIX vs RMEBX Comparison Chart
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JVLIX vs. RMEBX commentary
Apr 04, 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 JVLIX is a Hold and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. JVLIX (16.9B). RMEBX pays higher dividends than JVLIX: RMEBX (1.18) vs JVLIX (1.00). JVLIX was incepted earlier than RMEBX: JVLIX (28 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JVLIX (0.72). JVLIX is a more actively managed with annual turnover of: 48.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than JVLIX: RMEBX (250) vs JVLIX (250000). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. JVLIX (-7.25). RMEBX return over 5 years is better than : 74.87 vs. JVLIX (66.48).
| JVLIX | RMEBX | JVLIX / RMEBX | |
| Total Expense Ratio | 0.71 | 1.07 | 66% |
| Annual Report Gross Expense Ratio | 0.72 | 1.07 | 67% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 1.069 | 2.774 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 103B | 16% |
| Annual Yield % from dividends | 1.00 | 1.18 | 85% |
| Returns for 1 year | -7.25 | 6.63 | -109% |
| Returns for 3 years | -1.86 | 11.00 | -17% |
| Returns for 5 years | 66.48 | 74.87 | 89% |
| Returns for 10 years | 27.52 | 63.22 | 44% |
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