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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$32.38
Change-$0.17 (-0.52%)
VolumeN/A
Net Assets82.49M
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
HWCAX vs RMFEX Comparison Chart in %
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HWCAX vs. RMFEX commentary
Oct 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 Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. HWCAX (82.5M). RMFEX (1.46) and HWCAX (1.44) 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 : 8.45 vs. HWCAX (1.34). HWCAX return over 5 years is better than : 108.65 vs. RMFEX (61.73).
| 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 | 13.139 | 15.028 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.5M | 113B | 0% |
| Annual Yield % from dividends | 1.44 | 1.46 | 99% |
| Returns for 1 year | 1.34 | 8.45 | 16% |
| Returns for 3 years | 49.98 | 44.96 | 111% |
| Returns for 5 years | 108.65 | 61.73 | 176% |
| Returns for 10 years | 147.56 | 101.65 | 145% |
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