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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$30.81
Change-$1.18 (-3.69%)
VolumeN/A
Net Assets81.35M
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
HWCAX vs RMFEX Comparison Chart in %
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HWCAX vs. RMFEX commentary
Feb 05, 2026
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 HWCAX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. HWCAX (81.4M). RMFEX pays higher dividends than HWCAX: RMFEX (1.50) vs HWCAX (1.30). HWCAX was incepted earlier than RMFEX: HWCAX (21 years) vs RMFEX (24 years). HWCAX (1.26) is less costly to investors than RMFEX (0.62). HWCAX is a more actively managed with annual turnover of: 34.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than HWCAX: RMFEX (250) vs HWCAX (2500). RMFEX annual gain was more profitable for investors over the last year : 7.80 vs. HWCAX (3.70). HWCAX return over 5 years is better than : 51.71 vs. RMFEX (46.45).
| HWCAX | RMFEX | HWCAX / RMFEX | |
| Total Expense Ratio | 1.06 | 0.62 | 171% |
| Annual Report Gross Expense Ratio | 1.26 | 0.62 | 203% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 1.986 | 2.280 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 112B | 0% |
| Annual Yield % from dividends | 1.30 | 1.50 | 87% |
| Returns for 1 year | 3.70 | 7.80 | 47% |
| Returns for 3 years | 17.58 | 29.96 | 59% |
| Returns for 5 years | 51.71 | 46.45 | 111% |
| Returns for 10 years | 172.74 | 114.19 | 151% |
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