Ad is loading...
HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$28.54
Change+$0.43 (+1.53%)
VolumeN/A
Net Assets78.16M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
HWCIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWCIX vs. RMFEX commentary
May 10, 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: 101B vs. HWCIX (78.2M). HWCIX pays higher dividends than RMFEX: HWCIX (1.93) vs RMFEX (1.65). 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 : 5.68 vs. HWCIX (-6.87). HWCIX return over 5 years is better than : 110.10 vs. RMFEX (58.56).
| 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 | -1.645 | 1.374 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 101B | 0% |
| Annual Yield % from dividends | 1.93 | 1.65 | 117% |
| Returns for 1 year | -6.87 | 5.68 | -121% |
| Returns for 3 years | 20.27 | 18.38 | 110% |
| Returns for 5 years | 110.10 | 58.56 | 188% |
| Returns for 10 years | 102.04 | 66.50 | 153% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers