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JVLIX vs RMFCX
JVLIX vs RMFCX Comparison
Open Charts JVLIX vs RMFCX
JHancock Disciplined Value I
Price$21.68
Change-$1.01 (-4.45%)
VolumeN/A
Net Assets16.86B
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
JVLIX vs RMFCX Comparison Chart
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JVLIX vs. RMFCX 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 JVLIX is a Hold and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. JVLIX (16.9B). RMFCX pays higher dividends than JVLIX: RMFCX (1.34) vs JVLIX (1.00). JVLIX was incepted earlier than RMFCX: JVLIX (28 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than JVLIX (0.72). JVLIX is a more actively managed with annual turnover of: 48.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than JVLIX: RMFCX (250) vs JVLIX (250000). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. JVLIX (-7.25). RMFCX return over 5 years is better than : 76.10 vs. JVLIX (66.48).
| JVLIX | RMFCX | JVLIX / RMFCX | |
| Total Expense Ratio | 0.71 | 0.91 | 78% |
| Annual Report Gross Expense Ratio | 0.72 | 0.91 | 79% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 1.069 | 2.814 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 103B | 16% |
| Annual Yield % from dividends | 1.00 | 1.34 | 75% |
| Returns for 1 year | -7.25 | 6.77 | -107% |
| Returns for 3 years | -1.86 | 11.46 | -16% |
| Returns for 5 years | 66.48 | 76.10 | 87% |
| Returns for 10 years | 27.52 | 64.62 | 43% |
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