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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$29.86
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets76.45M
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
HWCAX vs RMFEX Comparison Chart in %
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HWCAX vs. RMFEX commentary
Aug 08, 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: 109B vs. HWCAX (76.5M). HWCAX (1.53) and RMFEX (1.51) 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 : 11.42 vs. HWCAX (-0.04). HWCAX return over 5 years is better than : 94.55 vs. RMFEX (56.63).
| 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 | 3.893 | 9.583 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.5M | 109B | 0% |
| Annual Yield % from dividends | 1.53 | 1.51 | 101% |
| Returns for 1 year | -0.04 | 11.42 | -0% |
| Returns for 3 years | 25.42 | 26.71 | 95% |
| Returns for 5 years | 94.55 | 56.63 | 167% |
| Returns for 10 years | 112.97 | 83.15 | 136% |
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