Interact to see
Advertisement
Advertisement
JDVFX vs RMFEX
JDVFX vs RMFEX Comparison
Open Charts JDVFX vs RMFEX
JHancock Disciplined Value R4
Price$24.17
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets17.82B
American Funds American Mutual R4
Price$59.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets108.54B
JDVFX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVFX vs. RMFEX commentary
Aug 08, 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 (1.51) vs JDVFX (0.81). 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 : 11.05 vs. JDVFX (2.31). RMFEX return over 5 years is better than : 56.76 vs. JDVFX (36.31).
| 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 | 7.610 | 9.675 | 79% |
| 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 | 0.81 | 1.51 | 53% |
| Returns for 1 year | 2.31 | 11.05 | 21% |
| Returns for 3 years | 11.74 | 26.87 | 44% |
| Returns for 5 years | 36.31 | 56.76 | 64% |
| Returns for 10 years | 35.35 | 85.72 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement