Interact to see
Advertisement
Advertisement
RMFEX vs WHGQX
RMFEX vs WHGQX Comparison
Open Charts RMFEX vs WHGQX
American Funds American Mutual R4
Price$62.55
Change+$0.26 (+0.42%)
VolumeN/A
Net Assets111.85B
Westwood Quality Value Ultra
Price$14.10
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets184.81M
RMFEX vs WHGQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. WHGQX (185M). RMFEX pays higher dividends than WHGQX: RMFEX (1.46) vs WHGQX (1.35). 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 : 7.27 vs. WHGQX (-3.43).
| 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 | 15.156 | 5.138 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 185M | 60,541% |
| Annual Yield % from dividends | 1.46 | 1.35 | 108% |
| Returns for 1 year | 7.27 | -3.43 | -212% |
| Returns for 3 years | 39.67 | N/A | - |
| Returns for 5 years | 62.48 | N/A | - |
| Returns for 10 years | 97.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement