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JDVWX vs RMFEX
JDVWX vs RMFEX Comparison
Open Charts JDVWX vs RMFEX
JHancock Disciplined Value R6
Price$22.69
Change-$0.17 (-0.74%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.48
Change-$0.34 (-0.61%)
VolumeN/A
CapitalizationN/A
JDVWX vs RMFEX Comparison Chart
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JDVWX vs. RMFEX commentary
Dec 28, 2024
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: 103B vs. JDVWX (15.1B). RMFEX pays higher dividends than JDVWX: RMFEX (1.95) vs JDVWX (1.02). JDVWX was incepted earlier than RMFEX: JDVWX (13 years) vs RMFEX (23 years). JDVWX is a more actively managed with annual turnover of: 43.00 vs. RMFEX (25.00). 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 : 10.97 vs. JDVWX (3.06). RMFEX return over 5 years is better than : 40.56 vs. JDVWX (12.62).
| JDVWX | RMFEX | JDVWX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.247 | 11.120 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 103B | 15% |
| Annual Yield % from dividends | 1.02 | 1.95 | 52% |
| Returns for 1 year | 3.06 | 10.97 | 28% |
| Returns for 3 years | -1.30 | 11.25 | -12% |
| Returns for 5 years | 12.62 | 40.56 | 31% |
| Returns for 10 years | 27.02 | 66.49 | 41% |
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