Ad is loading...
HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$30.40
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets95.11M
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
HWCAX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWCAX vs. RMFEX commentary
Feb 01, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. HWCAX (95.1M). RMFEX pays higher dividends than HWCAX: RMFEX (1.95) vs HWCAX (1.15). HWCAX was incepted earlier than RMFEX: HWCAX (20 years) vs RMFEX (23 years). HWCAX (26.00) and RMFEX (25.00) have comparable annual turnover. 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 : 14.15 vs. HWCAX (6.57). HWCAX return over 5 years is better than : 65.82 vs. RMFEX (47.35).
| HWCAX | RMFEX | HWCAX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.144 | 4.534 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 105B | 0% |
| Annual Yield % from dividends | 1.15 | 1.95 | 59% |
| Returns for 1 year | 6.57 | 14.15 | 46% |
| Returns for 3 years | 16.18 | 17.09 | 95% |
| Returns for 5 years | 65.82 | 47.35 | 139% |
| Returns for 10 years | 126.44 | 76.58 | 165% |
View a ticker or compare two or three
VS
VS
Ad is loading...