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HDGTX vs RMFEX
HDGTX vs RMFEX Comparison
Open Charts HDGTX vs RMFEX
Hartford Dividend and Growth R5
Price$34.26
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets17.12B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
HDGTX vs RMFEX Comparison Chart
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HDGTX vs. RMFEX commentary
May 09, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. HDGTX (17.1B). RMFEX (1.65) and HDGTX (1.61) 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 : 5.68 vs. HDGTX (-4.21). RMFEX (58.56) and HDGTX (56.46) 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 | -0.560 | 1.374 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 101B | 17% |
| Annual Yield % from dividends | 1.61 | 1.65 | 98% |
| Returns for 1 year | -4.21 | 5.68 | -74% |
| Returns for 3 years | 11.56 | 18.38 | 63% |
| Returns for 5 years | 56.46 | 58.56 | 96% |
| Returns for 10 years | 45.99 | 66.50 | 69% |