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RMFEX vs WHGLX
RMFEX vs WHGLX Comparison
Open Charts RMFEX vs WHGLX
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
Westwood Quality Value Fund Inst
Price$13.85
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets210.96M
RMFEX vs WHGLX Comparison Chart
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RMFEX 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 RMFEX is a Buy and WHGLX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. WHGLX (211M). RMFEX pays higher dividends than WHGLX: RMFEX (1.95) vs WHGLX (1.59). RMFEX was incepted earlier than WHGLX: RMFEX (23 years) vs WHGLX (19 years). WHGLX is a more actively managed with annual turnover of: 57.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than WHGLX: RMFEX (250) vs WHGLX (100000). RMFEX annual gain was more profitable for investors over the last year : 12.78 vs. WHGLX (8.47). RMFEX return over 5 years is better than : 39.96 vs. WHGLX (9.55).
| RMFEX | WHGLX | RMFEX / 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 | 2.167 | 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 | 1.95 | 1.59 | 123% |
| Returns for 1 year | 12.78 | 8.47 | 151% |
| Returns for 3 years | 13.63 | 8.21 | 166% |
| Returns for 5 years | 39.96 | 9.55 | 418% |
| Returns for 10 years | 71.41 | 38.39 | 186% |
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