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JDVVX vs RMFEX
JDVVX vs RMFEX Comparison
Open Charts JDVVX vs RMFEX
JHancock Disciplined Value R5
Price$25.43
Change-$0.14 (-0.55%)
VolumeN/A
Net Assets18.49B
American Funds American Mutual R4
Price$61.59
Change-$0.20 (-0.32%)
VolumeN/A
Net Assets110.3B
JDVVX vs RMFEX Comparison Chart in %
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JDVVX vs. RMFEX commentary
Sep 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 JDVVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. JDVVX (18.5B). RMFEX pays higher dividends than JDVVX: RMFEX (1.49) vs JDVVX (0.95). 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 : 8.31 vs. JDVVX (3.32). RMFEX return over 5 years is better than : 62.71 vs. JDVVX (46.78).
| JDVVX | RMFEX | JDVVX / RMFEX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.66 | 0.62 | 106% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 13.544 | 12.995 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 110B | 17% |
| Annual Yield % from dividends | 0.95 | 1.49 | 64% |
| Returns for 1 year | 3.32 | 8.31 | 40% |
| Returns for 3 years | 21.06 | 34.09 | 62% |
| Returns for 5 years | 46.78 | 62.71 | 75% |
| Returns for 10 years | 52.35 | 101.12 | 52% |
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