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JDVVX vs RMFEX
JDVVX vs RMFEX Comparison
Open Charts JDVVX vs RMFEX
JHancock Disciplined Value R5
Price$21.75
Change-$1.03 (-4.52%)
VolumeN/A
Net Assets16.86B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JDVVX vs RMFEX Comparison Chart
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JDVVX vs. RMFEX commentary
Apr 04, 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 Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JDVVX (16.9B). 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 : 7.10 vs. JDVVX (-7.14). RMFEX return over 5 years is better than : 78.86 vs. JDVVX (67.04).
| 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 | 1.155 | 2.891 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 103B | 16% |
| Annual Yield % from dividends | 1.05 | 1.61 | 65% |
| Returns for 1 year | -7.14 | 7.10 | -101% |
| Returns for 3 years | -1.63 | 12.51 | -13% |
| Returns for 5 years | 67.04 | 78.86 | 85% |
| Returns for 10 years | 28.16 | 70.99 | 40% |
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