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OIERX vs RMEBX
OIERX vs RMEBX Comparison
Open Charts OIERX vs RMEBX
JPMorgan Equity Income R5
Price$23.46
Change+$0.31 (+1.34%)
VolumeN/A
Net Assets41.13B
American Funds American Mutual R2E
Price$54.03
Change+$0.72 (+1.35%)
VolumeN/A
Net Assets97.26B
OIERX vs RMEBX Comparison Chart
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OIERX vs. RMEBX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 97.3B vs. OIERX (41.1B). 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 : 3.70 vs. OIERX (-1.79). OIERX return over 5 years is better than : 59.05 vs. RMEBX (53.15).
| 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 | -2.914 | -1.317 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 97.3B | 42% |
| Annual Yield % from dividends | 1.90 | 1.18 | 160% |
| Returns for 1 year | -1.79 | 3.70 | -48% |
| Returns for 3 years | 3.94 | 9.15 | 43% |
| Returns for 5 years | 59.05 | 53.15 | 111% |
| Returns for 10 years | 88.66 | 54.60 | 162% |
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