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HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$29.19
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets79.09M
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.31B
HWCIX vs RMFEX Comparison Chart
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HWCIX vs. RMFEX commentary
Jun 07, 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: 105B vs. HWCIX (79.1M). HWCIX pays higher dividends than RMFEX: HWCIX (1.86) vs RMFEX (1.58). 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 : 8.80 vs. HWCIX (-3.04). HWCIX return over 5 years is better than : 84.92 vs. RMFEX (53.30).
| 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 | 2.204 | 5.559 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1M | 105B | 0% |
| Annual Yield % from dividends | 1.86 | 1.58 | 118% |
| Returns for 1 year | -3.04 | 8.80 | -35% |
| Returns for 3 years | 17.23 | 19.58 | 88% |
| Returns for 5 years | 84.92 | 53.30 | 159% |
| Returns for 10 years | 110.73 | 76.28 | 145% |
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