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HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$26.32
Change-$1.08 (-3.94%)
VolumeN/A
Net Assets77.15M
American Funds American Mutual R4
Price$52.52
Change-$1.37 (-2.54%)
VolumeN/A
Net Assets98.3B
HWCIX vs RMFEX Comparison Chart
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HWCIX vs. RMFEX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. HWCIX (77.2M). HWCIX pays higher dividends than RMFEX: HWCIX (1.86) vs RMFEX (1.61). HWCIX was incepted earlier than RMFEX: HWCIX (21 years) vs RMFEX (23 years). HWCIX (1.01) is less costly to investors than RMFEX (0.62). HWCIX is a more actively managed with annual turnover of: 34.00 vs. RMFEX (31.00). 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 : 3.44 vs. HWCIX (-9.14). HWCIX return over 5 years is better than : 108.15 vs. RMFEX (57.48).
| HWCIX | RMFEX | HWCIX / RMFEX | |
| Total Expense Ratio | 0.80 | 0.62 | 129% |
| Annual Report Gross Expense Ratio | 1.01 | 0.62 | 163% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -4.129 | -1.496 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.2M | 98.3B | 0% |
| Annual Yield % from dividends | 1.86 | 1.61 | 115% |
| Returns for 1 year | -9.14 | 3.44 | -265% |
| Returns for 3 years | 7.79 | 8.16 | 95% |
| Returns for 5 years | 108.15 | 57.48 | 188% |
| Returns for 10 years | 98.91 | 62.82 | 157% |