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JDVPX vs RMFEX
JDVPX vs RMFEX Comparison
Open Charts JDVPX vs RMFEX
JHancock Disciplined Value R2
Price$21.40
Change+$1.44 (+7.21%)
VolumeN/A
Net Assets14.94B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
JDVPX vs RMFEX Comparison Chart
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JDVPX vs. RMFEX commentary
Apr 11, 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: 92.2B vs. JDVPX (14.9B). RMFEX pays higher dividends than JDVPX: RMFEX (1.61) vs JDVPX (0.62). 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 : -4.11 vs. JDVPX (-18.09). RMFEX return over 5 years is better than : 47.69 vs. JDVPX (27.02).
| 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 | -10.972 | -7.620 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 92.2B | 16% |
| Annual Yield % from dividends | 0.62 | 1.61 | 38% |
| Returns for 1 year | -18.09 | -4.11 | 440% |
| Returns for 3 years | -14.12 | 0.28 | -5,107% |
| Returns for 5 years | 27.02 | 47.69 | 57% |
| Returns for 10 years | 8.81 | 51.93 | 17% |
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