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HWLIX vs RWMHX
HWLIX vs RWMHX Comparison
Open Charts HWLIX vs RWMHX
Hotchkis & Wiley Large Cap Fdml Value I
Price$45.93
Change-$0.44 (-0.95%)
VolumeN/A
Net Assets360.02M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
HWLIX vs RWMHX Comparison Chart in %
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HWLIX vs. RWMHX commentary
Feb 05, 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 HWLIX is a StrongBuy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. HWLIX (360M). HWLIX pays higher dividends than RWMHX: HWLIX (1.68) vs RWMHX (1.36). HWLIX was incepted earlier than RWMHX: HWLIX (39 years) vs RWMHX (10 years). HWLIX (0.98) is less costly to investors than RWMHX (0.41). HWLIX is a more actively managed with annual turnover of: 40.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than HWLIX: RWMHX (250) vs HWLIX (250000). HWLIX annual gain was more profitable for investors over the last year : 7.99 vs. RWMHX (5.40). RWMHX return over 5 years is better than : 37.20 vs. HWLIX (30.35).
| HWLIX | RWMHX | HWLIX / RWMHX | |
| Total Expense Ratio | 0.95 | 0.41 | 232% |
| Annual Report Gross Expense Ratio | 0.98 | 0.41 | 239% |
| Fund Existence | 39 years | 10 years | - |
| Gain YTD | 2.112 | 1.523 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 208B | 0% |
| Annual Yield % from dividends | 1.68 | 1.36 | 124% |
| Returns for 1 year | 7.99 | 5.40 | 148% |
| Returns for 3 years | 11.21 | 30.10 | 37% |
| Returns for 5 years | 30.35 | 37.20 | 82% |
| Returns for 10 years | 130.63 | 96.94 | 135% |
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