Interact to see
Advertisement
Advertisement
JDVWX vs RMFEX
JDVWX vs RMFEX Comparison
Open Charts JDVWX vs RMFEX
JHancock Disciplined Value R6
Price$25.07
Change+$0.19 (+0.76%)
VolumeN/A
Net Assets18.4B
American Funds American Mutual R4
Price$60.79
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets109.34B
JDVWX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVWX vs. RMFEX commentary
Sep 06, 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 JDVWX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JDVWX (18.4B). RMFEX pays higher dividends than JDVWX: RMFEX (1.49) vs JDVWX (1.00). JDVWX was incepted earlier than RMFEX: JDVWX (14 years) vs RMFEX (23 years). RMFEX (0.62) and JDVWX (0.61) have similar cost to investors . JDVWX is a more actively managed with annual turnover of: 63.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than JDVWX: RMFEX (250) vs JDVWX (1000000). RMFEX annual gain was more profitable for investors over the last year : 7.95 vs. JDVWX (-0.29). RMFEX return over 5 years is better than : 58.69 vs. JDVWX (40.82).
| JDVWX | RMFEX | JDVWX / RMFEX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.61 | 0.62 | 98% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.480 | 11.527 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 109B | 17% |
| Annual Yield % from dividends | 1.00 | 1.49 | 67% |
| Returns for 1 year | -0.29 | 7.95 | -4% |
| Returns for 3 years | 17.96 | 33.26 | 54% |
| Returns for 5 years | 40.82 | 58.69 | 70% |
| Returns for 10 years | 52.05 | 98.39 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement