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JDVFX vs RMFEX
JDVFX vs RMFEX Comparison
Open Charts JDVFX vs RMFEX
JHancock Disciplined Value R4
Price$24.22
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets17.82B
American Funds American Mutual R4
Price$59.82
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets108.64B
JDVFX vs RMFEX Comparison Chart in %
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JDVFX vs. RMFEX commentary
Jul 18, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JDVFX (17.8B). RMFEX pays higher dividends than JDVFX: RMFEX (1.53) vs JDVFX (0.82). JDVFX was incepted earlier than RMFEX: JDVFX (16 years) vs RMFEX (23 years). JDVFX (0.96) is less costly to investors than RMFEX (0.62). JDVFX is a more actively managed with annual turnover of: 63.00 vs. RMFEX (31.00). JDVFX has a lower initial minimum investment than RMFEX: JDVFX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.56 vs. JDVFX (-4.04). RMFEX return over 5 years is better than : 59.61 vs. JDVFX (39.72).
| JDVFX | RMFEX | JDVFX / RMFEX | |
| Total Expense Ratio | 0.85 | 0.62 | 137% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 7.032 | 9.748 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 109B | 16% |
| Annual Yield % from dividends | 0.82 | 1.53 | 53% |
| Returns for 1 year | -4.04 | 8.56 | -47% |
| Returns for 3 years | 17.09 | 33.00 | 52% |
| Returns for 5 years | 39.72 | 59.61 | 67% |
| Returns for 10 years | 31.97 | 82.98 | 39% |