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JVLIX vs RMFEX
JVLIX vs RMFEX Comparison
Open Charts JVLIX vs RMFEX
JHancock Disciplined Value I
Price$22.51
Change-$2.79 (-11.03%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
JVLIX vs RMFEX Comparison Chart
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JVLIX vs. RMFEX commentary
Dec 23, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. JVLIX (13.4B). RMFEX pays higher dividends than JVLIX: RMFEX (1.95) vs JVLIX (0.94). JVLIX was incepted earlier than RMFEX: JVLIX (28 years) vs RMFEX (23 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). RMFEX annual gain was more profitable for investors over the last year : 11.46 vs. JVLIX (3.49). RMFEX return over 5 years is better than : 39.98 vs. JVLIX (12.00).
| JVLIX | RMFEX | JVLIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.561 | 10.279 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 102B | 13% |
| Annual Yield % from dividends | 0.94 | 1.95 | 48% |
| Returns for 1 year | 3.49 | 11.46 | 30% |
| Returns for 3 years | 0.56 | 13.43 | 4% |
| Returns for 5 years | 12.00 | 39.98 | 30% |
| Returns for 10 years | 25.58 | 65.36 | 39% |
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