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HDGTX vs RMFEX
HDGTX vs RMFEX Comparison
Open Charts HDGTX vs RMFEX
Hartford Dividend and Growth R5
Price$32.76
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets16.67B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
HDGTX vs RMFEX Comparison Chart
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HDGTX vs. RMFEX commentary
Apr 18, 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 HDGTX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. HDGTX (16.7B). RMFEX (1.61) and HDGTX (1.58) have matching dividends . HDGTX was incepted earlier than RMFEX: HDGTX (18 years) vs RMFEX (23 years). HDGTX (0.73) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. HDGTX (28.00). HDGTX has a lower initial minimum investment than RMFEX: HDGTX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 3.95 vs. HDGTX (-3.66). HDGTX (52.32) and RMFEX (51.09) have equivalent 5 years return.
| HDGTX | RMFEX | HDGTX / RMFEX | |
| Total Expense Ratio | 0.73 | 0.62 | 118% |
| Annual Report Gross Expense Ratio | 0.73 | 0.62 | 118% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -4.314 | -3.251 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 96.5B | 17% |
| Annual Yield % from dividends | 1.58 | 1.61 | 98% |
| Returns for 1 year | -3.66 | 3.95 | -93% |
| Returns for 3 years | 0.15 | 6.78 | 2% |
| Returns for 5 years | 52.32 | 51.09 | 102% |
| Returns for 10 years | 41.34 | 58.82 | 70% |
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