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JVLAX vs RMFEX
JVLAX vs RMFEX Comparison
Open Charts JVLAX vs RMFEX
JHancock Disciplined Value A
Price$23.14
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets16.43B
American Funds American Mutual R4
Price$54.61
Change+$0.25 (+0.46%)
VolumeN/A
Net Assets99.09B
JVLAX vs RMFEX Comparison Chart
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JVLAX vs. RMFEX commentary
Apr 30, 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 JVLAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 99.1B vs. JVLAX (16.4B). RMFEX pays higher dividends than JVLAX: RMFEX (1.61) vs JVLAX (0.72). JVLAX was incepted earlier than RMFEX: JVLAX (16 years) vs RMFEX (23 years). JVLAX (0.97) is less costly to investors than RMFEX (0.62). JVLAX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than JVLAX: RMFEX (250) vs JVLAX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.10 vs. JVLAX (-8.41). RMFEX return over 5 years is better than : 56.01 vs. JVLAX (38.08).
| JVLAX | RMFEX | JVLAX / RMFEX | |
| Total Expense Ratio | 0.96 | 0.62 | 155% |
| Annual Report Gross Expense Ratio | 0.97 | 0.62 | 156% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -2.703 | -0.180 | 1,500% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 99.1B | 17% |
| Annual Yield % from dividends | 0.72 | 1.61 | 45% |
| Returns for 1 year | -8.41 | 5.10 | -165% |
| Returns for 3 years | 0.73 | 14.90 | 5% |
| Returns for 5 years | 38.08 | 56.01 | 68% |
| Returns for 10 years | 22.09 | 63.64 | 35% |
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