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HWLZX vs RMFEX
HWLZX vs RMFEX Comparison
Open Charts HWLZX vs RMFEX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$46.22
Change-$0.32 (-0.69%)
VolumeN/A
Net Assets378.62M
American Funds American Mutual R4
Price$61.26
Change-$0.49 (-0.79%)
VolumeN/A
Net Assets111.34B
HWLZX vs RMFEX Comparison Chart in %
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HWLZX vs. RMFEX commentary
Sep 26, 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 HWLZX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. HWLZX (379M). HWLZX (1.51) and RMFEX (1.49) have matching dividends . HWLZX was incepted earlier than RMFEX: HWLZX (6 years) vs RMFEX (23 years). HWLZX (0.85) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. HWLZX (22.00). RMFEX has a lower initial minimum investment than HWLZX: RMFEX (250) vs HWLZX (1000000). RMFEX annual gain was more profitable for investors over the last year : 6.37 vs. HWLZX (3.82). HWLZX return over 5 years is better than : 84.62 vs. RMFEX (64.68).
| HWLZX | RMFEX | HWLZX / RMFEX | |
| Total Expense Ratio | 0.85 | 0.62 | 137% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 12.852 | 12.781 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 111B | 0% |
| Annual Yield % from dividends | 1.51 | 1.49 | 102% |
| Returns for 1 year | 3.82 | 6.37 | 60% |
| Returns for 3 years | 32.90 | 41.82 | 79% |
| Returns for 5 years | 84.62 | 64.68 | 131% |
| Returns for 10 years | N/A | 111.22 | - |
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