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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$28.79
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets89.62M
American Funds American Mutual R4
Price$55.58
Change-$0.56 (-1.00%)
VolumeN/A
Net Assets102.33B
HWCAX vs RMFEX Comparison Chart
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HWCAX vs. RMFEX commentary
Mar 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. HWCAX (89.6M). RMFEX (1.56) and HWCAX (1.53) 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 : 5.96 vs. HWCAX (-1.95). HWCAX return over 5 years is better than : 142.66 vs. RMFEX (79.76).
| 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 | 0.904 | 1.202 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.6M | 102B | 0% |
| Annual Yield % from dividends | 1.53 | 1.56 | 98% |
| Returns for 1 year | -1.95 | 5.96 | -33% |
| Returns for 3 years | 16.45 | 16.73 | 98% |
| Returns for 5 years | 142.66 | 79.76 | 179% |
| Returns for 10 years | 111.34 | 71.23 | 156% |
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