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JDVFX vs RMFEX
JDVFX vs RMFEX Comparison
Open Charts JDVFX vs RMFEX
JHancock Disciplined Value R4
Price$20.33
Change-$1.36 (-6.27%)
VolumeN/A
Net Assets15.18B
American Funds American Mutual R4
Price$51.43
Change-$3.04 (-5.58%)
VolumeN/A
Net Assets93.86B
JDVFX vs RMFEX Comparison Chart
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JDVFX vs. RMFEX commentary
Apr 07, 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 93.9B vs. JDVFX (15.2B). RMFEX pays higher dividends than JDVFX: RMFEX (1.61) vs JDVFX (0.86). 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: 48.00 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 : -1.34 vs. JDVFX (-15.99). RMFEX return over 5 years is better than : 63.42 vs. JDVFX (48.48).
| 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 | -9.524 | -5.993 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 93.9B | 16% |
| Annual Yield % from dividends | 0.86 | 1.61 | 54% |
| Returns for 1 year | -15.99 | -1.34 | 1,197% |
| Returns for 3 years | -11.29 | 3.22 | -350% |
| Returns for 5 years | 48.48 | 63.42 | 76% |
| Returns for 10 years | 13.50 | 56.19 | 24% |
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