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HBGIX vs RWMFX
HBGIX vs RWMFX Comparison
Open Charts HBGIX vs RWMFX
Hartford Disciplined Equity HLS IB
Price$21.92
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets3B
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
HBGIX vs RWMFX Comparison Chart in %
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HBGIX vs. RWMFX commentary
Sep 09, 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 HBGIX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. HBGIX (3B). RWMFX pays higher dividends than HBGIX: RWMFX (1.43) vs HBGIX (0.28). HBGIX was incepted earlier than RWMFX: HBGIX (27 years) vs RWMFX (23 years). HBGIX (0.84) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. HBGIX (27.00). HBGIX has a lower initial minimum investment than RWMFX: HBGIX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 9.85 vs. HBGIX (6.53). RWMFX return over 5 years is better than : 51.83 vs. HBGIX (46.08).
| HBGIX | RWMFX | HBGIX / RWMFX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 0.84 | 0.31 | 271% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -0.866 | 8.475 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 205B | 1% |
| Annual Yield % from dividends | 0.28 | 1.43 | 20% |
| Returns for 1 year | 6.53 | 9.85 | 66% |
| Returns for 3 years | 34.85 | 30.71 | 113% |
| Returns for 5 years | 46.08 | 51.83 | 89% |
| Returns for 10 years | 55.21 | 85.03 | 65% |
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