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RMFCX vs WHGLX
RMFCX vs WHGLX Comparison
Open Charts RMFCX vs WHGLX
American Funds American Mutual R3
Price$52.60
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
RMFCX vs WHGLX Comparison Chart
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RMFCX 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 RMFCX is a Buy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 96.5B vs. WHGLX (174M). WHGLX (1.35) and RMFCX (1.34) 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 : 3.42 vs. WHGLX (-1.91). RMFCX return over 5 years is better than : 48.78 vs. WHGLX (24.06).
| 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 | -3.342 | -3.783 | 88% |
| 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 | 1.34 | 1.35 | 99% |
| Returns for 1 year | 3.42 | -1.91 | -179% |
| Returns for 3 years | 5.55 | 3.49 | 159% |
| Returns for 5 years | 48.78 | 24.06 | 203% |
| Returns for 10 years | 54.35 | 23.55 | 231% |
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