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HWCAX vs RMFCX
HWCAX vs RMFCX Comparison
Open Charts HWCAX vs RMFCX
Hotchkis & Wiley Disciplined Value A
Price$28.93
Change+$0.23 (+0.80%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$55.42
Change+$0.45 (+0.82%)
VolumeN/A
CapitalizationN/A
HWCAX vs RMFCX Comparison Chart
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HWCAX vs. RMFCX commentary
Dec 26, 2024
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 Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. HWCAX (97.5M). RMFCX pays higher dividends than HWCAX: RMFCX (1.69) vs HWCAX (1.15). HWCAX was incepted earlier than RMFCX: HWCAX (20 years) vs RMFCX (23 years). HWCAX (26.00) and RMFCX (25.00) have comparable annual turnover. 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 : 12.06 vs. HWCAX (2.16). HWCAX return over 5 years is better than : 50.90 vs. RMFCX (39.18).
| HWCAX | RMFCX | HWCAX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 1.845 | 11.307 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.5M | 103B | 0% |
| Annual Yield % from dividends | 1.15 | 1.69 | 68% |
| Returns for 1 year | 2.16 | 12.06 | 18% |
| Returns for 3 years | 15.28 | 12.26 | 125% |
| Returns for 5 years | 50.90 | 39.18 | 130% |
| Returns for 10 years | 107.69 | 60.42 | 178% |