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JDVFX vs RMFEX
JDVFX vs RMFEX Comparison
Open Charts JDVFX vs RMFEX
JHancock Disciplined Value R4
Price$24.78
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets18.42B
American Funds American Mutual R4
Price$60.51
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets109.45B
JDVFX vs RMFEX Comparison Chart in %
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JDVFX vs. RMFEX commentary
Sep 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JDVFX (18.4B). RMFEX pays higher dividends than JDVFX: RMFEX (1.49) vs JDVFX (0.79). 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 : 6.82 vs. JDVFX (-0.53). RMFEX return over 5 years is better than : 57.96 vs. JDVFX (40.01).
| 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 | 10.592 | 11.014 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 109B | 17% |
| Annual Yield % from dividends | 0.79 | 1.49 | 53% |
| Returns for 1 year | -0.53 | 6.82 | -8% |
| Returns for 3 years | 17.61 | 32.20 | 55% |
| Returns for 5 years | 40.01 | 57.96 | 69% |
| Returns for 10 years | 50.14 | 102.08 | 49% |
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