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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$26.84
Change+$0.36 (+1.36%)
VolumeN/A
Net Assets75.01M
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets97.18B
HWCAX vs RMFEX Comparison Chart
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HWCAX vs. RMFEX commentary
Apr 13, 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: 97.2B vs. HWCAX (75M). RMFEX (1.61) 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 : 2.21 vs. HWCAX (-11.50). HWCAX return over 5 years is better than : 100.97 vs. RMFEX (55.72).
| 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 | -6.708 | -2.593 | 259% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75M | 97.2B | 0% |
| Annual Yield % from dividends | 1.57 | 1.61 | 97% |
| Returns for 1 year | -11.50 | 2.21 | -519% |
| Returns for 3 years | 4.64 | 7.26 | 64% |
| Returns for 5 years | 100.97 | 55.72 | 181% |
| Returns for 10 years | 90.29 | 60.75 | 149% |
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