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JDVVX vs RMFEX
JDVVX vs RMFEX Comparison
Open Charts JDVVX vs RMFEX
JHancock Disciplined Value R5
Price$21.97
Change+$0.39 (+1.81%)
VolumeN/A
Net Assets16.17B
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
JDVVX vs RMFEX Comparison Chart
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JDVVX vs. RMFEX commentary
Apr 25, 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 JDVVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.3B vs. JDVVX (16.2B). RMFEX pays higher dividends than JDVVX: RMFEX (1.61) vs JDVVX (1.05). JDVVX was incepted earlier than RMFEX: JDVVX (16 years) vs RMFEX (23 years). JDVVX (0.66) is less costly to investors than RMFEX (0.62). JDVVX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). JDVVX has a lower initial minimum investment than RMFEX: JDVVX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 4.18 vs. JDVVX (-9.51). RMFEX return over 5 years is better than : 56.67 vs. JDVVX (39.49).
| JDVVX | RMFEX | JDVVX / RMFEX | |
| Total Expense Ratio | 0.66 | 0.62 | 106% |
| Annual Report Gross Expense Ratio | 0.66 | 0.62 | 106% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -4.174 | -1.167 | 358% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 97.3B | 17% |
| Annual Yield % from dividends | 1.05 | 1.61 | 65% |
| Returns for 1 year | -9.51 | 4.18 | -227% |
| Returns for 3 years | -3.64 | 10.64 | -34% |
| Returns for 5 years | 39.49 | 56.67 | 70% |
| Returns for 10 years | 20.21 | 61.98 | 33% |
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