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RMFEX vs WHGLX
RMFEX vs WHGLX Comparison
Open Charts RMFEX vs WHGLX
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
Westwood Quality Value Fund Inst
Price$13.58
Change-$0.35 (-2.51%)
VolumeN/A
CapitalizationN/A
RMFEX vs WHGLX Comparison Chart
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RMFEX 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 RMFEX is a Buy and WHGLX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. WHGLX (211M). RMFEX pays higher dividends than WHGLX: RMFEX (1.95) vs WHGLX (1.59). RMFEX was incepted earlier than WHGLX: RMFEX (22 years) vs WHGLX (18 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 : 12.89 vs. WHGLX (7.28). RMFEX return over 5 years is better than : 42.46 vs. WHGLX (11.78).
| RMFEX | WHGLX | RMFEX / WHGLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 11.693 | 6.336 | 185% |
| 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 | 1.95 | 1.59 | 123% |
| Returns for 1 year | 12.89 | 7.28 | 177% |
| Returns for 3 years | 15.13 | 10.75 | 141% |
| Returns for 5 years | 42.46 | 11.78 | 361% |
| Returns for 10 years | 67.84 | 18.36 | 369% |
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