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JDVFX vs RMFCX
JDVFX vs RMFCX Comparison
Open Charts JDVFX vs RMFCX
JHancock Disciplined Value R4
Price$21.69
Change-$1.02 (-4.49%)
VolumeN/A
Net Assets16.86B
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
JDVFX vs RMFCX Comparison Chart
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JDVFX vs. RMFCX 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 RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. JDVFX (16.9B). RMFCX pays higher dividends than JDVFX: RMFCX (1.34) vs JDVFX (0.86). JDVFX was incepted earlier than RMFCX: JDVFX (16 years) vs RMFCX (23 years). JDVFX (0.96) is less costly to investors than RMFCX (0.91). JDVFX is a more actively managed with annual turnover of: 48.00 vs. RMFCX (31.00). JDVFX has a lower initial minimum investment than RMFCX: JDVFX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. JDVFX (-7.37). RMFCX return over 5 years is better than : 76.10 vs. JDVFX (65.86).
| JDVFX | RMFCX | JDVFX / RMFCX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.91 | 105% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.068 | 2.814 | 38% |
| 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 | 1.34 | 64% |
| Returns for 1 year | -7.37 | 6.77 | -109% |
| Returns for 3 years | -2.08 | 11.46 | -18% |
| Returns for 5 years | 65.86 | 76.10 | 87% |
| Returns for 10 years | 26.52 | 64.62 | 41% |