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HCMNX vs RWIBX
HCMNX vs RWIBX Comparison
Open Charts HCMNX vs RWIBX
HCM Dividend Sector Plus A
Price$18.58
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets1.66B
American Funds Capital World Gr&Inc R2
Price$68.38
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets132.07B
HCMNX vs RWIBX Comparison Chart
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HCMNX vs. RWIBX commentary
Jun 14, 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 HCMNX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 132B vs. HCMNX (1.66B). RWIBX pays higher dividends than HCMNX: RWIBX (0.86) vs HCMNX (0.00). HCMNX was incepted earlier than RWIBX: HCMNX (10 years) vs RWIBX (23 years). HCMNX (2.05) is less costly to investors than RWIBX (1.51). HCMNX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HCMNX: RWIBX (250) vs HCMNX (2500). RWIBX annual gain was more profitable for investors over the last year : 6.51 vs. HCMNX (-10.25). HCMNX return over 5 years is better than : 59.94 vs. RWIBX (49.41).
| HCMNX | RWIBX | HCMNX / RWIBX | |
| Total Expense Ratio | 2.05 | 1.51 | 136% |
| Annual Report Gross Expense Ratio | 2.05 | 1.51 | 136% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.634 | 9.819 | -27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 132B | 1% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | -10.25 | 6.51 | -157% |
| Returns for 3 years | 6.54 | 41.69 | 16% |
| Returns for 5 years | 59.94 | 49.41 | 121% |
| Returns for 10 years | 89.05 | 49.82 | 179% |
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