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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$31.42
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets79.14M
American Funds American Mutual R4
Price$61.33
Change-$0.21 (-0.34%)
VolumeN/A
Net Assets110.19B
HWCAX vs RMFEX Comparison Chart in %
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HWCAX vs. RMFEX commentary
Nov 20, 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: 110B vs. HWCAX (79.1M). RMFEX (1.46) and HWCAX (1.45) have matching dividends . HWCAX was incepted earlier than RMFEX: HWCAX (21 years) vs RMFEX (23 years). HWCAX (1.26) 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 : 5.93 vs. HWCAX (-5.44). HWCAX return over 5 years is better than : 75.62 vs. RMFEX (54.19).
| HWCAX | RMFEX | HWCAX / RMFEX | |
| Total Expense Ratio | 1.06 | 0.62 | 171% |
| Annual Report Gross Expense Ratio | 1.26 | 0.62 | 203% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 8.933 | 12.910 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1M | 110B | 0% |
| Annual Yield % from dividends | 1.45 | 1.46 | 99% |
| Returns for 1 year | -5.44 | 5.93 | -92% |
| Returns for 3 years | 27.05 | 28.94 | 93% |
| Returns for 5 years | 75.62 | 54.19 | 140% |
| Returns for 10 years | 134.29 | 91.83 | 146% |
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