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JDVVX vs RMFEX
JDVVX vs RMFEX Comparison
Open Charts JDVVX vs RMFEX
JHancock Disciplined Value R5
Price$25.83
Change-$0.12 (-0.46%)
VolumeN/A
Net Assets18.91B
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
JDVVX vs RMFEX Comparison Chart in %
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JDVVX vs. RMFEX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. JDVVX (18.9B). RMFEX pays higher dividends than JDVVX: RMFEX (1.46) vs JDVVX (0.93). 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 : 8.45 vs. JDVVX (1.14). RMFEX return over 5 years is better than : 61.73 vs. JDVVX (44.23).
| 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 | 15.231 | 15.028 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 113B | 17% |
| Annual Yield % from dividends | 0.93 | 1.46 | 63% |
| Returns for 1 year | 1.14 | 8.45 | 13% |
| Returns for 3 years | 28.45 | 44.96 | 63% |
| Returns for 5 years | 44.23 | 61.73 | 72% |
| Returns for 10 years | 52.74 | 101.65 | 52% |
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