Interact to see
Advertisement
Advertisement
HWCAX vs RMFEX
HWCAX vs RMFEX Comparison
Open Charts HWCAX vs RMFEX
Hotchkis & Wiley Disciplined Value A
Price$31.60
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets79.58M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
HWCAX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWCAX vs. RMFEX commentary
Oct 18, 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: 111B vs. HWCAX (79.6M). RMFEX (1.46) and HWCAX (1.44) 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 : 5.28 vs. HWCAX (-3.77). HWCAX return over 5 years is better than : 103.43 vs. RMFEX (59.52).
| 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 | 9.837 | 13.941 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 111B | 0% |
| Annual Yield % from dividends | 1.44 | 1.46 | 99% |
| Returns for 1 year | -3.77 | 5.28 | -71% |
| Returns for 3 years | 41.42 | 40.09 | 103% |
| Returns for 5 years | 103.43 | 59.52 | 174% |
| Returns for 10 years | 141.14 | 98.84 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement