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HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$31.56
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets80.56M
American Funds American Mutual R4
Price$60.97
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets108.91B
HWCIX vs RMFEX Comparison Chart in %
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HWCIX vs. RMFEX commentary
Aug 29, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. HWCIX (80.6M). HWCIX pays higher dividends than RMFEX: HWCIX (1.81) vs RMFEX (1.51). 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 : 7.31 vs. HWCIX (-1.11). HWCIX return over 5 years is better than : 103.97 vs. RMFEX (56.62).
| 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 | 10.532 | 11.858 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 109B | 0% |
| Annual Yield % from dividends | 1.81 | 1.51 | 120% |
| Returns for 1 year | -1.11 | 7.31 | -15% |
| Returns for 3 years | 33.45 | 30.46 | 110% |
| Returns for 5 years | 103.97 | 56.62 | 184% |
| Returns for 10 years | 146.95 | 98.75 | 149% |
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