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RMFEX vs WHGLX
RMFEX vs WHGLX Comparison
Open Charts RMFEX vs WHGLX
American Funds American Mutual R4
Price$59.73
Change+$0.23 (+0.39%)
VolumeN/A
Net Assets111.8B
Westwood Quality Value Fund Inst
Price$11.94
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets165.62M
RMFEX vs WHGLX Comparison Chart in %
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RMFEX vs. WHGLX 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 RMFEX is a Hold and WHGLX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. WHGLX (166M). RMFEX pays higher dividends than WHGLX: RMFEX (1.43) vs WHGLX (1.28). RMFEX was incepted earlier than WHGLX: RMFEX (24 years) vs WHGLX (20 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 : 8.33 vs. WHGLX (-12.69). RMFEX return over 5 years is better than : 48.36 vs. WHGLX (-0.16).
| RMFEX | WHGLX | RMFEX / WHGLX | |
| Total Expense Ratio | 0.62 | 0.62 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.69 | 90% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 9.965 | -11.424 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 166M | 67,470% |
| Annual Yield % from dividends | 1.43 | 1.28 | 112% |
| Returns for 1 year | 8.33 | -12.69 | -66% |
| Returns for 3 years | 30.01 | -1.27 | -2,366% |
| Returns for 5 years | 48.36 | -0.16 | -29,347% |
| Returns for 10 years | 99.29 | 25.33 | 392% |
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