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JDVVX vs RMFEX
JDVVX vs RMFEX Comparison
Open Charts JDVVX vs RMFEX
JHancock Disciplined Value R5
Price$24.25
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets18.03B
American Funds American Mutual R4
Price$59.44
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.38B
JDVVX vs RMFEX Comparison Chart in %
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JDVVX vs. RMFEX commentary
Jul 09, 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: 108B vs. JDVVX (18B). RMFEX pays higher dividends than JDVVX: RMFEX (1.53) vs JDVVX (0.99). 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: 63.00 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 : 10.72 vs. JDVVX (0.03). RMFEX return over 5 years is better than : 64.94 vs. JDVVX (48.71).
| 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 | 7.860 | 9.051 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 108B | 17% |
| Annual Yield % from dividends | 0.99 | 1.53 | 65% |
| Returns for 1 year | 0.03 | 10.72 | 0% |
| Returns for 3 years | 16.84 | 29.95 | 56% |
| Returns for 5 years | 48.71 | 64.94 | 75% |
| Returns for 10 years | 36.73 | 84.16 | 44% |
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