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RMFEX vs WHGLX
RMFEX vs WHGLX Comparison
Open Charts RMFEX vs WHGLX
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
Westwood Quality Value Fund Inst
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets173.76M
RMFEX vs WHGLX Comparison Chart
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RMFEX vs. WHGLX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. WHGLX (174M). RMFEX pays higher dividends than WHGLX: RMFEX (1.61) vs WHGLX (1.35). RMFEX was incepted earlier than WHGLX: RMFEX (23 years) vs WHGLX (19 years). WHGLX (0.70) is less costly to investors than RMFEX (0.62). WHGLX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (31.00). 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 : 3.75 vs. WHGLX (-1.91). RMFEX return over 5 years is better than : 51.09 vs. WHGLX (24.06).
| RMFEX | WHGLX | RMFEX / WHGLX | |
| Total Expense Ratio | 0.62 | 0.62 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.70 | 89% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -3.251 | -3.783 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5B | 174M | 55,460% |
| Annual Yield % from dividends | 1.61 | 1.35 | 120% |
| Returns for 1 year | 3.75 | -1.91 | -197% |
| Returns for 3 years | 6.54 | 3.49 | 187% |
| Returns for 5 years | 51.09 | 24.06 | 212% |
| Returns for 10 years | 60.35 | 23.55 | 256% |
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