Ad is loading...
JVLAX vs RMFEX
JVLAX vs RMFEX Comparison
Open Charts JVLAX vs RMFEX
JHancock Disciplined Value A
Price$22.85
Change-$1.07 (-4.47%)
VolumeN/A
Net Assets16.86B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JVLAX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVLAX vs. RMFEX commentary
Apr 04, 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 Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JVLAX (16.9B). 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 : 7.10 vs. JVLAX (-6.94). RMFEX return over 5 years is better than : 78.86 vs. JVLAX (68.00).
| 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 | 1.014 | 2.891 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 103B | 16% |
| Annual Yield % from dividends | 0.72 | 1.61 | 45% |
| Returns for 1 year | -6.94 | 7.10 | -98% |
| Returns for 3 years | -1.25 | 12.51 | -10% |
| Returns for 5 years | 68.00 | 78.86 | 86% |
| Returns for 10 years | 28.71 | 70.99 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...