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HWCAX vs RMEBX
HWCAX vs RMEBX Comparison
Open Charts HWCAX vs RMEBX
Hotchkis & Wiley Disciplined Value A
Price$29.86
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets76.45M
American Funds American Mutual R2E
Price$59.68
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.54B
HWCAX vs RMEBX Comparison Chart in %
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HWCAX vs. RMEBX commentary
Aug 08, 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 HWCAX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. HWCAX (76.5M). HWCAX pays higher dividends than RMEBX: HWCAX (1.53) vs RMEBX (1.11). HWCAX was incepted earlier than RMEBX: HWCAX (21 years) vs RMEBX (11 years). HWCAX (1.23) is less costly to investors than RMEBX (1.07). HWCAX is a more actively managed with annual turnover of: 34.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than HWCAX: RMEBX (250) vs HWCAX (2500). RMEBX annual gain was more profitable for investors over the last year : 10.92 vs. HWCAX (-0.04). HWCAX return over 5 years is better than : 94.55 vs. RMEBX (53.14).
| HWCAX | RMEBX | HWCAX / RMEBX | |
| Total Expense Ratio | 1.05 | 1.07 | 98% |
| Annual Report Gross Expense Ratio | 1.23 | 1.07 | 115% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 3.893 | 9.293 | 42% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.5M | 109B | 0% |
| Annual Yield % from dividends | 1.53 | 1.11 | 138% |
| Returns for 1 year | -0.04 | 10.92 | -0% |
| Returns for 3 years | 25.42 | 25.02 | 102% |
| Returns for 5 years | 94.55 | 53.14 | 178% |
| Returns for 10 years | 112.97 | 74.65 | 151% |