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RMEBX vs WHGLX
RMEBX vs WHGLX Comparison
Open Charts RMEBX vs WHGLX
American Funds American Mutual R2E
Price$52.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
Westwood Quality Value Fund Inst
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets173.76M
RMEBX vs WHGLX Comparison Chart
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RMEBX vs. WHGLX commentary
Apr 18, 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 RMEBX is a Buy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 96.5B vs. WHGLX (174M). WHGLX pays higher dividends than RMEBX: WHGLX (1.35) vs RMEBX (1.18). RMEBX was incepted earlier than WHGLX: RMEBX (11 years) vs WHGLX (19 years). RMEBX (1.07) is less costly to investors than WHGLX (0.70). WHGLX is a more actively managed with annual turnover of: 42.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than WHGLX: RMEBX (250) vs WHGLX (100000). RMEBX annual gain was more profitable for investors over the last year : 3.30 vs. WHGLX (-1.91). RMEBX return over 5 years is better than : 47.73 vs. WHGLX (24.06).
| RMEBX | WHGLX | RMEBX / WHGLX | |
| Total Expense Ratio | 1.07 | 0.62 | 173% |
| Annual Report Gross Expense Ratio | 1.07 | 0.70 | 153% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | -3.381 | -3.783 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5B | 174M | 55,460% |
| Annual Yield % from dividends | 1.18 | 1.35 | 88% |
| Returns for 1 year | 3.30 | -1.91 | -173% |
| Returns for 3 years | 5.10 | 3.49 | 146% |
| Returns for 5 years | 47.73 | 24.06 | 198% |
| Returns for 10 years | 53.03 | 23.55 | 225% |