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JDVFX vs RMFEX
JDVFX vs RMFEX Comparison
Open Charts JDVFX vs RMFEX
JHancock Disciplined Value R4
Price$25.82
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets18.32B
American Funds American Mutual R4
Price$62.40
Change+$0.51 (+0.82%)
VolumeN/A
Net Assets111.18B
JDVFX vs RMFEX Comparison Chart in %
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JDVFX vs. RMFEX commentary
Oct 21, 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 JDVFX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. JDVFX (18.3B). RMFEX pays higher dividends than JDVFX: RMFEX (1.46) vs JDVFX (0.76). JDVFX was incepted earlier than RMFEX: JDVFX (16 years) vs RMFEX (23 years). JDVFX (0.96) is less costly to investors than RMFEX (0.62). JDVFX is a more actively managed with annual turnover of: 63.00 vs. RMFEX (31.00). JDVFX has a lower initial minimum investment than RMFEX: JDVFX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. JDVFX (-2.56). RMFEX return over 5 years is better than : 59.52 vs. JDVFX (41.05).
| JDVFX | RMFEX | JDVFX / RMFEX | |
| Total Expense Ratio | 0.85 | 0.62 | 137% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 13.618 | 13.941 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 111B | 16% |
| Annual Yield % from dividends | 0.76 | 1.46 | 52% |
| Returns for 1 year | -2.56 | 5.28 | -48% |
| Returns for 3 years | 23.82 | 40.09 | 59% |
| Returns for 5 years | 41.05 | 59.52 | 69% |
| Returns for 10 years | 48.57 | 98.84 | 49% |
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