Interact to see
Advertisement
Advertisement
HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$32.23
Change-$0.16 (-0.49%)
VolumeN/A
Net Assets82.49M
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
HWCIX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWCIX 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 HWCIX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. HWCIX (82.5M). HWCIX pays higher dividends than RMFEX: HWCIX (1.70) vs RMFEX (1.46). 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 : 8.45 vs. HWCIX (1.49). HWCIX return over 5 years is better than : 110.41 vs. RMFEX (61.73).
| 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 | 13.331 | 15.028 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.5M | 113B | 0% |
| Annual Yield % from dividends | 1.70 | 1.46 | 117% |
| Returns for 1 year | 1.49 | 8.45 | 18% |
| Returns for 3 years | 50.53 | 44.96 | 112% |
| Returns for 5 years | 110.41 | 61.73 | 179% |
| Returns for 10 years | 151.17 | 101.65 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement