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JDVFX vs RMEBX
JDVFX vs RMEBX Comparison
Open Charts JDVFX vs RMEBX
JHancock Disciplined Value R4
Price$21.69
Change-$1.02 (-4.49%)
VolumeN/A
Net Assets16.86B
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JDVFX vs RMEBX Comparison Chart
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JDVFX 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 JDVFX is a Hold and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. JDVFX (16.9B). RMEBX pays higher dividends than JDVFX: RMEBX (1.18) vs JDVFX (0.86). JDVFX was incepted earlier than RMEBX: JDVFX (16 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than JDVFX (0.96). JDVFX is a more actively managed with annual turnover of: 48.00 vs. RMEBX (31.00). JDVFX has a lower initial minimum investment than RMEBX: JDVFX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. JDVFX (-7.37). RMEBX return over 5 years is better than : 74.87 vs. JDVFX (65.86).
| JDVFX | RMEBX | JDVFX / RMEBX | |
| Total Expense Ratio | 0.85 | 1.07 | 79% |
| Annual Report Gross Expense Ratio | 0.96 | 1.07 | 90% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 1.068 | 2.774 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 103B | 16% |
| Annual Yield % from dividends | 0.86 | 1.18 | 73% |
| Returns for 1 year | -7.37 | 6.63 | -111% |
| Returns for 3 years | -2.08 | 11.00 | -19% |
| Returns for 5 years | 65.86 | 74.87 | 88% |
| Returns for 10 years | 26.52 | 63.22 | 42% |
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