Interact to see
Advertisement
Advertisement
HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$30.54
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets81.29M
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
HWCAX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWCAX vs. RMFEX commentary
Dec 28, 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 HWCAX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. HWCAX (81.3M). HWCAX (1.43) and RMFEX (1.43) have matching dividends . 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 (31.00). 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 : 8.21 vs. HWCAX (5.35). HWCAX return over 5 years is better than : 61.40 vs. RMFEX (48.39).
| 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 | 6.152 | 9.983 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3M | 112B | 0% |
| Annual Yield % from dividends | 1.43 | 1.43 | 100% |
| Returns for 1 year | 5.35 | 8.21 | 65% |
| Returns for 3 years | 27.89 | 29.84 | 93% |
| Returns for 5 years | 61.40 | 48.39 | 127% |
| Returns for 10 years | 140.13 | 97.98 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement