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RMFEX vs WHGLX
RMFEX vs WHGLX Comparison
Open Charts RMFEX vs WHGLX
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
Westwood Quality Value Fund Inst
Price$14.07
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets183.58M
RMFEX vs WHGLX Comparison Chart in %
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RMFEX vs. WHGLX commentary
Oct 19, 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 RMFEX is a Buy and WHGLX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. WHGLX (184M). RMFEX pays higher dividends than WHGLX: RMFEX (1.46) vs WHGLX (1.29). RMFEX was incepted earlier than WHGLX: RMFEX (23 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than RMFEX (0.62). WHGLX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than WHGLX: RMFEX (250) vs WHGLX (100000). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. WHGLX (-5.06). RMFEX return over 5 years is better than : 59.52 vs. WHGLX (20.95).
| RMFEX | WHGLX | RMFEX / WHGLX | |
| Total Expense Ratio | 0.62 | 0.62 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.69 | 90% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 13.941 | 4.377 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 184M | 60,326% |
| Annual Yield % from dividends | 1.46 | 1.29 | 114% |
| Returns for 1 year | 5.28 | -5.06 | -104% |
| Returns for 3 years | 40.09 | 24.19 | 166% |
| Returns for 5 years | 59.52 | 20.95 | 284% |
| Returns for 10 years | 98.84 | 38.06 | 260% |
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