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RMFEX vs WHGQX
RMFEX vs WHGQX Comparison
Open Charts RMFEX vs WHGQX
American Funds American Mutual R4
Price$61.70
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets111.09B
Westwood Quality Value Ultra
Price$14.12
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets186.83M
RMFEX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. WHGQX (187M). RMFEX pays higher dividends than WHGQX: RMFEX (1.49) vs WHGQX (1.36). RMFEX was incepted earlier than WHGQX: RMFEX (23 years) vs WHGQX (3 years). RMFEX (0.62) and WHGQX (0.62) have similar cost to investors . WHGQX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than WHGQX: RMFEX (250) vs WHGQX (1000000). RMFEX annual gain was more profitable for investors over the last year : 6.64 vs. WHGQX (-2.18).
| RMFEX | WHGQX | RMFEX / WHGQX | |
| Total Expense Ratio | 0.62 | 0.55 | 113% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 13.481 | 5.063 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 187M | 59,358% |
| Annual Yield % from dividends | 1.49 | 1.36 | 110% |
| Returns for 1 year | 6.64 | -2.18 | -305% |
| Returns for 3 years | 45.18 | N/A | - |
| Returns for 5 years | 63.53 | N/A | - |
| Returns for 10 years | 105.90 | N/A | - |
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