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RMFEX vs WHGLX
RMFEX vs WHGLX Comparison
Open Charts RMFEX vs WHGLX
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
Westwood Quality Value Fund Inst
Price$14.26
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets183.48M
RMFEX vs WHGLX Comparison Chart in %
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RMFEX vs. WHGLX commentary
Dec 04, 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 StrongBuy and WHGLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. WHGLX (183M). RMFEX pays higher dividends than WHGLX: RMFEX (1.43) vs WHGLX (1.28). 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 : 5.83 vs. WHGLX (-5.58). RMFEX return over 5 years is better than : 55.19 vs. WHGLX (14.98).
| 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 | 15.285 | 6.083 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 183M | 61,202% |
| Annual Yield % from dividends | 1.43 | 1.28 | 112% |
| Returns for 1 year | 5.83 | -5.58 | -105% |
| Returns for 3 years | 28.26 | 13.41 | 211% |
| Returns for 5 years | 55.19 | 14.98 | 368% |
| Returns for 10 years | 97.17 | 35.88 | 271% |
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