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RMFEX vs WHGLX
RMFEX vs WHGLX Comparison
Open Charts RMFEX vs WHGLX
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
Westwood Quality Value Fund Inst
Price$13.91
Change-$0.21 (-1.49%)
VolumeN/A
Net Assets189.51M
RMFEX vs WHGLX Comparison Chart
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RMFEX vs. WHGLX commentary
Feb 23, 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: 105B vs. WHGLX (190M). 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 : 11.37 vs. WHGLX (4.58). RMFEX return over 5 years is better than : 43.97 vs. WHGLX (10.35).
| 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 | 4.880 | 3.190 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 190M | 55,263% |
| Annual Yield % from dividends | 1.95 | 1.59 | 123% |
| Returns for 1 year | 11.37 | 4.58 | 248% |
| Returns for 3 years | 20.81 | 13.59 | 153% |
| Returns for 5 years | 43.97 | 10.35 | 425% |
| Returns for 10 years | 71.03 | 32.06 | 222% |