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RMFEX vs WHGQX
RMFEX vs WHGQX Comparison
Open Charts RMFEX vs WHGQX
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
Westwood Quality Value Ultra
Price$14.21
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets183.48M
RMFEX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. WHGQX (183M). RMFEX pays higher dividends than WHGQX: RMFEX (1.43) vs WHGQX (1.34). RMFEX was incepted earlier than WHGQX: RMFEX (23 years) vs WHGQX (3 years). RMFEX (0.62) and WHGQX (0.62) have similar cost to investors . WHGQX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than WHGQX: RMFEX (250) vs WHGQX (1000000). RMFEX annual gain was more profitable for investors over the last year : 6.59 vs. WHGQX (-5.36).
| RMFEX | WHGQX | RMFEX / WHGQX | |
| Total Expense Ratio | 0.62 | 0.55 | 113% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 15.801 | 5.808 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 183M | 61,202% |
| Annual Yield % from dividends | 1.43 | 1.34 | 106% |
| Returns for 1 year | 6.59 | -5.36 | -123% |
| Returns for 3 years | 28.84 | 12.89 | 224% |
| Returns for 5 years | 54.35 | N/A | - |
| Returns for 10 years | 98.05 | N/A | - |
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