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JDVWX vs RMFEX
JDVWX vs RMFEX Comparison
Open Charts JDVWX vs RMFEX
JHancock Disciplined Value R6
Price$22.41
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets16.7B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JDVWX vs RMFEX Comparison Chart
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JDVWX vs. RMFEX commentary
May 09, 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: 101B vs. JDVWX (16.7B). 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 : 5.68 vs. JDVWX (-7.29). RMFEX return over 5 years is better than : 58.56 vs. JDVWX (40.18).
| 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 | -0.933 | 1.374 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 101B | 17% |
| Annual Yield % from dividends | 1.12 | 1.65 | 68% |
| Returns for 1 year | -7.29 | 5.68 | -128% |
| Returns for 3 years | 3.33 | 18.38 | 18% |
| Returns for 5 years | 40.18 | 58.56 | 69% |
| Returns for 10 years | 23.99 | 66.50 | 36% |
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