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JDVPX vs RMFEX
JDVPX vs RMFEX Comparison
Open Charts JDVPX vs RMFEX
JHancock Disciplined Value R2
Price$23.21
Change-$0.21 (-0.90%)
VolumeN/A
Net Assets17.55B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
JDVPX vs RMFEX Comparison Chart
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JDVPX vs. RMFEX commentary
Jun 14, 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 JDVPX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 107B vs. JDVPX (17.5B). RMFEX pays higher dividends than JDVPX: RMFEX (1.58) vs JDVPX (0.61). JDVPX was incepted earlier than RMFEX: JDVPX (13 years) vs RMFEX (23 years). JDVPX (1.11) is less costly to investors than RMFEX (0.62). JDVPX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). JDVPX has a lower initial minimum investment than RMFEX: JDVPX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. JDVPX (-2.50). RMFEX return over 5 years is better than : 62.32 vs. JDVPX (40.77).
| JDVPX | RMFEX | JDVPX / RMFEX | |
| Total Expense Ratio | 1.10 | 0.62 | 177% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 4.460 | 6.152 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 107B | 16% |
| Annual Yield % from dividends | 0.61 | 1.58 | 39% |
| Returns for 1 year | -2.50 | 9.03 | -28% |
| Returns for 3 years | 12.36 | 29.63 | 42% |
| Returns for 5 years | 40.77 | 62.32 | 65% |
| Returns for 10 years | 26.42 | 76.27 | 35% |
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