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JDVVX vs RMFEX
JDVVX vs RMFEX Comparison
Open Charts JDVVX vs RMFEX
JHancock Disciplined Value R5
Price$23.33
Change+$0.24 (+1.04%)
VolumeN/A
Net Assets17.28B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
JDVVX vs RMFEX Comparison Chart
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JDVVX vs. RMFEX commentary
Jun 07, 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: 105B vs. JDVVX (17.3B). RMFEX pays higher dividends than JDVVX: RMFEX (1.58) vs JDVVX (1.03). 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 : 9.37 vs. JDVVX (-4.33). RMFEX return over 5 years is better than : 54.01 vs. JDVVX (29.38).
| 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 | 2.531 | 6.053 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 105B | 16% |
| Annual Yield % from dividends | 1.03 | 1.58 | 65% |
| Returns for 1 year | -4.33 | 9.37 | -46% |
| Returns for 3 years | 0.77 | 18.90 | 4% |
| Returns for 5 years | 29.38 | 54.01 | 54% |
| Returns for 10 years | 28.55 | 77.06 | 37% |
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