Ad is loading...
OIERX vs RMEBX
OIERX vs RMEBX Comparison
Open Charts OIERX vs RMEBX
JPMorgan Equity Income R5
Price$25.16
Change-$0.29 (-1.14%)
VolumeN/A
Net Assets45.58B
American Funds American Mutual R2E
Price$57.54
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
OIERX vs RMEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIERX vs. RMEBX commentary
Feb 23, 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 Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. OIERX (45.6B). OIERX pays higher dividends than RMEBX: OIERX (2.03) vs RMEBX (1.54). OIERX was incepted earlier than RMEBX: OIERX (14 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. OIERX (8.00). 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 : 10.88 vs. OIERX (8.71). RMEBX (40.75) and OIERX (38.98) have equivalent 5 years return.
| OIERX | RMEBX | OIERX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 5.151 | 4.809 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6B | 105B | 43% |
| Annual Yield % from dividends | 2.03 | 1.54 | 132% |
| Returns for 1 year | 8.71 | 10.88 | 80% |
| Returns for 3 years | 13.40 | 19.18 | 70% |
| Returns for 5 years | 38.98 | 40.75 | 96% |
| Returns for 10 years | 100.40 | 63.29 | 159% |