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RMFEX vs WHGQX
RMFEX vs WHGQX Comparison
Open Charts RMFEX vs WHGQX
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
Westwood Quality Value Ultra
Price$11.93
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets166.24M
RMFEX vs WHGQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. WHGQX (166M). RMFEX pays higher dividends than WHGQX: RMFEX (1.43) vs WHGQX (1.34). RMFEX was incepted earlier than WHGQX: RMFEX (24 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 : 8.21 vs. WHGQX (-12.57).
| RMFEX | WHGQX | RMFEX / WHGQX | |
| Total Expense Ratio | 0.62 | 0.55 | 113% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | 9.983 | -11.169 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 166M | 67,470% |
| Annual Yield % from dividends | 1.43 | 1.34 | 106% |
| Returns for 1 year | 8.21 | -12.57 | -65% |
| Returns for 3 years | 29.84 | -1.18 | -2,524% |
| Returns for 5 years | 48.39 | N/A | - |
| Returns for 10 years | 97.98 | N/A | - |
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