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JDVVX vs RMFEX
JDVVX vs RMFEX Comparison
Open Charts JDVVX vs RMFEX
JHancock Disciplined Value R5
Price$25.91
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets18.89B
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
JDVVX vs RMFEX Comparison Chart in %
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JDVVX vs. RMFEX commentary
Jan 15, 2026
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 JDVVX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JDVVX (18.9B). RMFEX pays higher dividends than JDVVX: RMFEX (1.53) vs JDVVX (0.86). JDVVX was incepted earlier than RMFEX: JDVVX (17 years) vs RMFEX (24 years). JDVVX (0.66) is less costly to investors than RMFEX (0.62). JDVVX is a more actively managed with annual turnover of: 63.00 vs. RMFEX (31.00). JDVVX has a lower initial minimum investment than RMFEX: JDVVX (0) vs RMFEX (250). JDVVX annual gain was more profitable for investors over the last year : 14.27 vs. RMFEX (11.71). RMFEX return over 5 years is better than : 46.47 vs. JDVVX (23.82).
| JDVVX | RMFEX | JDVVX / RMFEX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.66 | 0.62 | 106% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 4.434 | 2.111 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 112B | 17% |
| Annual Yield % from dividends | 0.86 | 1.53 | 56% |
| Returns for 1 year | 14.27 | 11.71 | 122% |
| Returns for 3 years | 22.93 | 29.27 | 78% |
| Returns for 5 years | 23.82 | 46.47 | 51% |
| Returns for 10 years | 78.80 | 118.51 | 66% |
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