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RMFCX vs WHGLX
RMFCX vs WHGLX Comparison
Open Charts RMFCX vs WHGLX
American Funds American Mutual R3
Price$54.22
Change-$1.42 (-2.55%)
VolumeN/A
CapitalizationN/A
Westwood Quality Value Fund Inst
Price$13.58
Change-$0.35 (-2.51%)
VolumeN/A
CapitalizationN/A
RMFCX vs WHGLX Comparison Chart
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RMFCX vs. WHGLX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 98.7B 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 (18 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 : 12.63 vs. WHGLX (7.28). RMFCX return over 5 years is better than : 40.39 vs. WHGLX (11.78).
| RMFCX | WHGLX | RMFCX / WHGLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 11.423 | 6.336 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.7B | 211M | 46,777% |
| Annual Yield % from dividends | 1.69 | 1.59 | 107% |
| Returns for 1 year | 12.63 | 7.28 | 173% |
| Returns for 3 years | 14.16 | 10.75 | 132% |
| Returns for 5 years | 40.39 | 11.78 | 343% |
| Returns for 10 years | 61.84 | 18.36 | 337% |