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FFFMX vs HWCAX
FFFMX vs HWCAX Comparison
Open Charts FFFMX vs HWCAX
American Funds American Mutual 529-F-3
Price$63.20
Change+$0.31 (+0.49%)
VolumeN/A
Net Assets111.8B
Hotchkis & Wiley Disciplined Value A
Price$32.76
Change+$0.46 (+1.42%)
VolumeN/A
Net Assets82.04M
FFFMX vs HWCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 112B vs. HWCAX (82M). FFFMX pays higher dividends than HWCAX: FFFMX (1.68) vs HWCAX (1.43). FFFMX was incepted earlier than HWCAX: FFFMX (5 years) vs HWCAX (21 years). HWCAX (1.26) is less costly to investors than FFFMX (0.32). HWCAX is a more actively managed with annual turnover of: 34.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than HWCAX: FFFMX (250) vs HWCAX (2500). FFFMX annual gain was more profitable for investors over the last year : 6.18 vs. HWCAX (-4.49). HWCAX return over 5 years is better than : 72.03 vs. FFFMX (57.53).
| FFFMX | HWCAX | FFFMX / HWCAX | |
| Total Expense Ratio | 0.32 | 1.06 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.26 | 25% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 15.600 | 12.026 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 82M | 136,585% |
| Annual Yield % from dividends | 1.68 | 1.43 | 117% |
| Returns for 1 year | 6.18 | -4.49 | -138% |
| Returns for 3 years | 29.46 | 27.30 | 108% |
| Returns for 5 years | 57.53 | 72.03 | 80% |
| Returns for 10 years | N/A | 143.66 | - |
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