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JVLIX vs RMFEX
JVLIX vs RMFEX Comparison
Open Charts JVLIX vs RMFEX
JHancock Disciplined Value I
Price$27.22
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$59.71
Change+$0.17 (+0.29%)
VolumeN/A
CapitalizationN/A
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JVLIX vs RMFEX Comparison Chart
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JVLIX vs. RMFEX commentary
Nov 08, 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 JVLIX is a StrongSell and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. JVLIX (16.2B). RMFEX pays higher dividends than JVLIX: RMFEX (1.95) vs JVLIX (0.94). JVLIX was incepted earlier than RMFEX: JVLIX (28 years) vs RMFEX (22 years). JVLIX is a more actively managed with annual turnover of: 43.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than JVLIX: RMFEX (250) vs JVLIX (250000). JVLIX (27.17) and RMFEX (26.60) have marching annual gain over last year. RMFEX return over 5 years is better than : 52.14 vs. JVLIX (31.85).
| JVLIX | RMFEX | JVLIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 22.779 | 18.985 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 106B | 15% |
| Annual Yield % from dividends | 0.94 | 1.95 | 48% |
| Returns for 1 year | 27.17 | 26.60 | 102% |
| Returns for 3 years | 4.40 | 19.01 | 23% |
| Returns for 5 years | 31.85 | 52.14 | 61% |
| Returns for 10 years | 48.09 | 75.54 | 64% |
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