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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$30.02
Change+$0.34 (+1.15%)
VolumeN/A
Net Assets79.76M
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
HWCAX vs RMFEX Comparison Chart in %
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HWCAX vs. RMFEX commentary
Jun 27, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. HWCAX (79.8M). RMFEX (1.58) and HWCAX (1.57) 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 : 9.98 vs. HWCAX (-1.56). HWCAX return over 5 years is better than : 111.15 vs. RMFEX (66.41).
| 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 | 3.163 | 7.546 | 42% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 106B | 0% |
| Annual Yield % from dividends | 1.57 | 1.58 | 100% |
| Returns for 1 year | -1.56 | 9.98 | -16% |
| Returns for 3 years | 29.56 | 27.58 | 107% |
| Returns for 5 years | 111.15 | 66.41 | 167% |
| Returns for 10 years | 112.67 | 82.97 | 136% |
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