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FFFMX vs HWCIX
FFFMX vs HWCIX Comparison
Open Charts FFFMX vs HWCIX
American Funds American Mutual 529-F-3
Price$63.20
Change+$0.31 (+0.49%)
VolumeN/A
Net Assets111.8B
Hotchkis & Wiley Disciplined Value I
Price$32.62
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets82.04M
FFFMX vs HWCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 112B vs. HWCIX (82M). HWCIX (1.69) and FFFMX (1.68) have matching dividends . FFFMX was incepted earlier than HWCIX: FFFMX (5 years) vs HWCIX (21 years). HWCIX (1.02) is less costly to investors than FFFMX (0.32). HWCIX is a more actively managed with annual turnover of: 34.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than HWCIX: FFFMX (250) vs HWCIX (250000). FFFMX annual gain was more profitable for investors over the last year : 6.18 vs. HWCIX (-4.33). HWCIX return over 5 years is better than : 73.51 vs. FFFMX (57.53).
| FFFMX | HWCIX | FFFMX / HWCIX | |
| Total Expense Ratio | 0.32 | 0.80 | 40% |
| Annual Report Gross Expense Ratio | 0.32 | 1.02 | 31% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 15.600 | 12.281 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 82M | 136,585% |
| Annual Yield % from dividends | 1.68 | 1.69 | 99% |
| Returns for 1 year | 6.18 | -4.33 | -143% |
| Returns for 3 years | 29.46 | 27.79 | 106% |
| Returns for 5 years | 57.53 | 73.51 | 78% |
| Returns for 10 years | N/A | 147.19 | - |
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