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HWCIX vs RMFEX
HWCIX vs RMFEX Comparison
Open Charts HWCIX vs RMFEX
Hotchkis & Wiley Disciplined Value I
Price$30.73
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets81.79M
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
HWCIX vs RMFEX Comparison Chart in %
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HWCIX vs. RMFEX commentary
Jan 16, 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 HWCIX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. HWCIX (81.8M). RMFEX pays higher dividends than HWCIX: RMFEX (1.53) vs HWCIX (1.45). 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 : 11.71 vs. HWCIX (5.82). HWCIX return over 5 years is better than : 53.28 vs. RMFEX (46.47).
| 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 | 2.331 | 2.111 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8M | 112B | 0% |
| Annual Yield % from dividends | 1.45 | 1.53 | 95% |
| Returns for 1 year | 5.82 | 11.71 | 50% |
| Returns for 3 years | 21.81 | 29.27 | 75% |
| Returns for 5 years | 53.28 | 46.47 | 115% |
| Returns for 10 years | 181.81 | 118.51 | 153% |
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