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RMFCX vs WHGLX
RMFCX vs WHGLX Comparison
Open Charts RMFCX vs WHGLX
American Funds American Mutual R3
Price$55.78
Change-$0.83 (-1.47%)
VolumeN/A
Net Assets104.15B
Westwood Quality Value Fund Inst
Price$13.49
Change-$0.20 (-1.46%)
VolumeN/A
Net Assets186.08M
RMFCX vs WHGLX Comparison Chart
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RMFCX vs. WHGLX commentary
Mar 11, 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 RMFCX is a Buy and WHGLX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 104B vs. WHGLX (186M). RMFCX (1.30) and WHGLX (1.30) have matching dividends . RMFCX was incepted earlier than WHGLX: RMFCX (23 years) vs WHGLX (19 years). RMFCX (0.91) is less costly to investors than WHGLX (0.70). WHGLX is a more actively managed with annual turnover of: 42.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than WHGLX: RMFCX (250) vs WHGLX (100000). RMFCX annual gain was more profitable for investors over the last year : 8.37 vs. WHGLX (1.64). RMFCX return over 5 years is better than : 53.50 vs. WHGLX (21.40).
| RMFCX | WHGLX | RMFCX / WHGLX | |
| Total Expense Ratio | 0.91 | 0.62 | 147% |
| Annual Report Gross Expense Ratio | 0.91 | 0.70 | 130% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 3.700 | 1.558 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 186M | 55,914% |
| Annual Yield % from dividends | 1.30 | 1.30 | 100% |
| Returns for 1 year | 8.37 | 1.64 | 510% |
| Returns for 3 years | 19.10 | 14.10 | 135% |
| Returns for 5 years | 53.50 | 21.40 | 250% |
| Returns for 10 years | 69.15 | 33.53 | 206% |