Interact to see
Advertisement
Advertisement
JDVWX vs RMFEX
JDVWX vs RMFEX Comparison
Open Charts JDVWX vs RMFEX
JHancock Disciplined Value R6
Price$22.97
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets17.18B
American Funds American Mutual R4
Price$57.11
Change+$0.23 (+0.40%)
VolumeN/A
Net Assets103.83B
JDVWX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVWX vs. RMFEX commentary
May 31, 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: 104B vs. JDVWX (17.2B). RMFEX pays higher dividends than JDVWX: RMFEX (1.65) vs JDVWX (1.12). 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: 48.00 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 : 9.46 vs. JDVWX (-4.63). RMFEX return over 5 years is better than : 58.01 vs. JDVWX (38.53).
| JDVWX | RMFEX | JDVWX / RMFEX | |
| Total Expense Ratio | 0.61 | 0.62 | 98% |
| Annual Report Gross Expense Ratio | 0.61 | 0.62 | 98% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.776 | 4.390 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 104B | 17% |
| Annual Yield % from dividends | 1.12 | 1.65 | 68% |
| Returns for 1 year | -4.63 | 9.46 | -49% |
| Returns for 3 years | 0.60 | 17.08 | 3% |
| Returns for 5 years | 38.53 | 58.01 | 66% |
| Returns for 10 years | 26.53 | 71.86 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers