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HWCAX vs RMFCX
HWCAX vs RMFCX Comparison
Open Charts HWCAX vs RMFCX
Hotchkis & Wiley Disciplined Value A
Price$26.84
Change+$0.36 (+1.36%)
VolumeN/A
Net Assets75.01M
American Funds American Mutual R3
Price$52.96
Change+$0.76 (+1.46%)
VolumeN/A
Net Assets97.18B
HWCAX vs RMFCX Comparison Chart
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HWCAX vs. RMFCX commentary
Apr 13, 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 97.2B vs. HWCAX (75M). HWCAX pays higher dividends than RMFCX: HWCAX (1.57) vs RMFCX (1.34). HWCAX was incepted earlier than RMFCX: HWCAX (21 years) vs RMFCX (23 years). HWCAX (1.23) is less costly to investors than RMFCX (0.91). HWCAX is a more actively managed with annual turnover of: 34.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than HWCAX: RMFCX (250) vs HWCAX (2500). RMFCX annual gain was more profitable for investors over the last year : 1.87 vs. HWCAX (-11.50). HWCAX return over 5 years is better than : 100.97 vs. RMFCX (53.32).
| HWCAX | RMFCX | HWCAX / RMFCX | |
| Total Expense Ratio | 1.05 | 0.91 | 115% |
| Annual Report Gross Expense Ratio | 1.23 | 0.91 | 135% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -6.708 | -2.681 | 250% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75M | 97.2B | 0% |
| Annual Yield % from dividends | 1.57 | 1.34 | 117% |
| Returns for 1 year | -11.50 | 1.87 | -614% |
| Returns for 3 years | 4.64 | 6.27 | 74% |
| Returns for 5 years | 100.97 | 53.32 | 189% |
| Returns for 10 years | 90.29 | 54.78 | 165% |
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