Ad is loading...
HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$30.20
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets95.11M
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
HWCIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWCIX vs. RMFEX commentary
Jan 31, 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 HWCIX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. HWCIX (95.1M). RMFEX pays higher dividends than HWCIX: RMFEX (1.95) vs HWCIX (1.43). HWCIX was incepted earlier than RMFEX: HWCIX (20 years) vs RMFEX (23 years). HWCIX (26.00) and RMFEX (25.00) have comparable annual turnover. RMFEX has a lower initial minimum investment than HWCIX: RMFEX (250) vs HWCIX (250000). RMFEX annual gain was more profitable for investors over the last year : 14.15 vs. HWCIX (6.74). HWCIX return over 5 years is better than : 67.22 vs. RMFEX (47.35).
| HWCIX | RMFEX | HWCIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.143 | 4.534 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 105B | 0% |
| Annual Yield % from dividends | 1.43 | 1.95 | 73% |
| Returns for 1 year | 6.74 | 14.15 | 48% |
| Returns for 3 years | 16.57 | 17.09 | 97% |
| Returns for 5 years | 67.22 | 47.35 | 142% |
| Returns for 10 years | 129.80 | 76.58 | 169% |
View a ticker or compare two or three
VS
VS
Ad is loading...