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RMFCX vs WHGLX
RMFCX vs WHGLX Comparison
Open Charts RMFCX vs WHGLX
American Funds American Mutual R3
Price$55.77
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
RMFCX vs WHGLX Comparison Chart
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RMFCX 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 RMFCX is a Buy and WHGLX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. WHGLX (211M). RMFCX pays higher dividends than WHGLX: RMFCX (1.69) vs WHGLX (1.59). RMFCX was incepted earlier than WHGLX: RMFCX (23 years) vs WHGLX (19 years). WHGLX is a more actively managed with annual turnover of: 57.00 vs. RMFCX (25.00). 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 : 12.43 vs. WHGLX (8.47). RMFCX return over 5 years is better than : 37.82 vs. WHGLX (9.55).
| RMFCX | WHGLX | RMFCX / WHGLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 2.162 | 2.745 | 79% |
| 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 | 1.69 | 1.59 | 107% |
| Returns for 1 year | 12.43 | 8.47 | 147% |
| Returns for 3 years | 12.60 | 8.21 | 154% |
| Returns for 5 years | 37.82 | 9.55 | 396% |
| Returns for 10 years | 65.18 | 38.39 | 170% |
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