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RMEBX vs WHGLX
RMEBX vs WHGLX Comparison
Open Charts RMEBX vs WHGLX
American Funds American Mutual R2E
Price$56.08
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
Westwood Quality Value Fund Inst
Price$13.85
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets210.96M
RMEBX vs WHGLX Comparison Chart
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RMEBX vs. WHGLX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. WHGLX (211M). WHGLX (1.59) and RMEBX (1.54) have matching dividends . RMEBX was incepted earlier than WHGLX: RMEBX (10 years) vs WHGLX (19 years). WHGLX is a more actively managed with annual turnover of: 57.00 vs. RMEBX (25.00). 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 : 12.29 vs. WHGLX (8.47). RMEBX return over 5 years is better than : 36.84 vs. WHGLX (9.55).
| RMEBX | WHGLX | RMEBX / WHGLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 2.149 | 2.745 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 211M | 48,815% |
| Annual Yield % from dividends | 1.54 | 1.59 | 97% |
| Returns for 1 year | 12.29 | 8.47 | 145% |
| Returns for 3 years | 12.11 | 8.21 | 148% |
| Returns for 5 years | 36.84 | 9.55 | 386% |
| Returns for 10 years | 63.72 | 38.39 | 166% |
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