Interact to see
Advertisement
Advertisement
HWLZX vs RMFEX
HWLZX vs RMFEX Comparison
Open Charts HWLZX vs RMFEX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$45.81
Change+$0.38 (+0.84%)
VolumeN/A
Net Assets377.32M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
HWLZX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWLZX vs. RMFEX commentary
Sep 08, 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 HWLZX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. HWLZX (377M). HWLZX (1.51) and RMFEX (1.49) have matching dividends . HWLZX was incepted earlier than RMFEX: HWLZX (6 years) vs RMFEX (23 years). HWLZX (0.85) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. HWLZX (22.00). RMFEX has a lower initial minimum investment than HWLZX: RMFEX (250) vs HWLZX (1000000). RMFEX annual gain was more profitable for investors over the last year : 8.06 vs. HWLZX (2.42). HWLZX return over 5 years is better than : 69.71 vs. RMFEX (58.84).
| HWLZX | RMFEX | HWLZX / RMFEX | |
| Total Expense Ratio | 0.85 | 0.62 | 137% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 11.057 | 11.638 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 109B | 0% |
| Annual Yield % from dividends | 1.51 | 1.49 | 102% |
| Returns for 1 year | 2.42 | 8.06 | 30% |
| Returns for 3 years | 18.13 | 33.39 | 54% |
| Returns for 5 years | 69.71 | 58.84 | 118% |
| Returns for 10 years | N/A | 98.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KEMX | 33.04 | 0.29 | +0.88% |
| KraneShares MSCI Em Mkts ex CHN ETF | |||
| UIVM | 61.03 | 0.29 | +0.48% |
| VictoryShares International Val MomtETF | |||
| JSI | 52.84 | 0.13 | +0.25% |
| Janus Henderson Securitized Income ETF | |||
| QCLR | 31.77 | 0.05 | +0.16% |
| Global X NASDAQ 100® Collar 95-110 ETF | |||
| EGGY | 37.90 | 0.01 | +0.04% |
| NestYield Dynamic Income ETF | |||