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OIERX vs RMEBX
OIERX vs RMEBX Comparison
Open Charts OIERX vs RMEBX
JPMorgan Equity Income R5
Price$24.63
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets43.85B
American Funds American Mutual R2E
Price$56.27
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
OIERX vs RMEBX Comparison Chart
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OIERX 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 OIERX is a Buy and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 102B vs. OIERX (43.8B). OIERX pays higher dividends than RMEBX: OIERX (1.90) vs RMEBX (1.18). OIERX was incepted earlier than RMEBX: OIERX (14 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than OIERX (0.55). RMEBX is a more actively managed with annual turnover of: 31.00 vs. OIERX (20.00). OIERX has a lower initial minimum investment than RMEBX: OIERX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 6.41 vs. OIERX (2.86). OIERX return over 5 years is better than : 87.11 vs. RMEBX (74.87).
| OIERX | RMEBX | OIERX / RMEBX | |
| Total Expense Ratio | 0.55 | 1.07 | 51% |
| Annual Report Gross Expense Ratio | 0.55 | 1.07 | 51% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.706 | 2.774 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8B | 102B | 43% |
| Annual Yield % from dividends | 1.90 | 1.18 | 160% |
| Returns for 1 year | 2.86 | 6.41 | 45% |
| Returns for 3 years | 7.43 | 11.06 | 67% |
| Returns for 5 years | 87.11 | 74.87 | 116% |
| Returns for 10 years | 100.56 | 64.23 | 157% |
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