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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$28.73
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets79.44M
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets100.86B
HWCAX vs RMFEX Comparison Chart
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HWCAX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. HWCAX (79.4M). RMFEX (1.65) and HWCAX (1.63) have matching dividends . HWCAX was incepted earlier than RMFEX: HWCAX (21 years) vs RMFEX (23 years). HWCAX (1.23) is less costly to investors than RMFEX (0.62). HWCAX is a more actively managed with annual turnover of: 34.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than HWCAX: RMFEX (250) vs HWCAX (2500). RMFEX annual gain was more profitable for investors over the last year : 4.72 vs. HWCAX (-6.27). HWCAX return over 5 years is better than : 111.67 vs. RMFEX (58.22).
| HWCAX | RMFEX | HWCAX / RMFEX | |
| Total Expense Ratio | 1.05 | 0.62 | 169% |
| Annual Report Gross Expense Ratio | 1.23 | 0.62 | 198% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.139 | 1.154 | -12% |
| 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 | 1.65 | 99% |
| Returns for 1 year | -6.27 | 4.72 | -133% |
| Returns for 3 years | 21.69 | 18.36 | 118% |
| Returns for 5 years | 111.67 | 58.22 | 192% |
| Returns for 10 years | 102.80 | 66.67 | 154% |
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