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JDVFX vs RMFEX
JDVFX vs RMFEX Comparison
Open Charts JDVFX vs RMFEX
JHancock Disciplined Value R4
Price$25.40
Change-$0.68 (-2.61%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
JDVFX vs RMFEX Comparison Chart
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JDVFX vs. RMFEX commentary
Dec 19, 2024
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: 98.7B vs. JDVFX (15.5B). RMFEX pays higher dividends than JDVFX: RMFEX (1.95) vs JDVFX (0.82). JDVFX was incepted earlier than RMFEX: JDVFX (16 years) vs RMFEX (22 years). JDVFX is a more actively managed with annual turnover of: 43.00 vs. RMFEX (25.00). JDVFX has a lower initial minimum investment than RMFEX: JDVFX (0) vs RMFEX (250). RMFEX (12.89) and JDVFX (12.34) have marching annual gain over last year. RMFEX return over 5 years is better than : 42.46 vs. JDVFX (28.70).
| JDVFX | RMFEX | JDVFX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 17.583 | 11.693 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 98.7B | 16% |
| Annual Yield % from dividends | 0.82 | 1.95 | 42% |
| Returns for 1 year | 12.34 | 12.89 | 96% |
| Returns for 3 years | 16.00 | 15.13 | 106% |
| Returns for 5 years | 28.70 | 42.46 | 68% |
| Returns for 10 years | 43.97 | 67.84 | 65% |
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