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HWCAX vs RMFCX
HWCAX vs RMFCX Comparison
Open Charts HWCAX vs RMFCX
Hotchkis & Wiley Disciplined Value A
Price$28.73
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets79.44M
American Funds American Mutual R3
Price$54.99
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets100.86B
HWCAX vs RMFCX Comparison Chart
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HWCAX vs. RMFCX commentary
May 12, 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 Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 101B vs. HWCAX (79.4M). HWCAX pays higher dividends than RMFCX: HWCAX (1.63) vs RMFCX (1.37). 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 : 4.39 vs. HWCAX (-6.27). HWCAX return over 5 years is better than : 111.67 vs. RMFCX (55.82).
| 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 | -0.139 | 1.050 | -13% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 101B | 0% |
| Annual Yield % from dividends | 1.63 | 1.37 | 119% |
| Returns for 1 year | -6.27 | 4.39 | -143% |
| Returns for 3 years | 21.69 | 17.27 | 126% |
| Returns for 5 years | 111.67 | 55.82 | 200% |
| Returns for 10 years | 102.80 | 60.49 | 170% |