Interact to see
Advertisement
Advertisement
HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$30.30
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets81.09M
American Funds American Mutual R4
Price$59.73
Change+$0.23 (+0.39%)
VolumeN/A
Net Assets111.8B
HWCIX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWCIX vs. RMFEX commentary
Dec 26, 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 HWCIX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. HWCIX (81.1M). HWCIX pays higher dividends than RMFEX: HWCIX (1.69) vs RMFEX (1.43). HWCIX was incepted earlier than RMFEX: HWCIX (21 years) vs RMFEX (24 years). HWCIX (1.02) is less costly to investors than RMFEX (0.62). HWCIX is a more actively managed with annual turnover of: 34.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than HWCIX: RMFEX (250) vs HWCIX (250000). RMFEX annual gain was more profitable for investors over the last year : 8.33 vs. HWCIX (5.43). HWCIX return over 5 years is better than : 62.28 vs. RMFEX (48.36).
| HWCIX | RMFEX | HWCIX / RMFEX | |
| Total Expense Ratio | 0.80 | 0.62 | 129% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 6.018 | 9.965 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.1M | 112B | 0% |
| Annual Yield % from dividends | 1.69 | 1.43 | 118% |
| Returns for 1 year | 5.43 | 8.33 | 65% |
| Returns for 3 years | 28.47 | 30.01 | 95% |
| Returns for 5 years | 62.28 | 48.36 | 129% |
| Returns for 10 years | 143.93 | 99.29 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement