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HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$32.76
Change+$0.46 (+1.42%)
VolumeN/A
Net Assets82.04M
American Funds American Mutual R4
Price$62.60
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets113.34B
HWCAX vs RMFEX Comparison Chart in %
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HWCAX vs. RMFEX commentary
Dec 04, 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 Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. HWCAX (82M). HWCAX (1.43) and RMFEX (1.43) have matching dividends . HWCAX was incepted earlier than RMFEX: HWCAX (21 years) vs RMFEX (23 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 : 5.83 vs. HWCAX (-4.49). HWCAX return over 5 years is better than : 72.03 vs. RMFEX (55.19).
| 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 | 23 years | - |
| Gain YTD | 12.026 | 15.285 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82M | 113B | 0% |
| Annual Yield % from dividends | 1.43 | 1.43 | 100% |
| Returns for 1 year | -4.49 | 5.83 | -77% |
| Returns for 3 years | 27.30 | 28.26 | 97% |
| Returns for 5 years | 72.03 | 55.19 | 131% |
| Returns for 10 years | 143.66 | 97.17 | 148% |
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