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HCMNX vs RWIFX
HCMNX vs RWIFX Comparison
Open Charts HCMNX vs RWIFX
HCM Dividend Sector Plus A
Price$17.24
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
HCMNX vs RWIFX Comparison Chart
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HCMNX vs. RWIFX commentary
May 12, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. HCMNX (1.56B). RWIFX pays higher dividends than HCMNX: RWIFX (1.91) vs HCMNX (0.00). HCMNX was incepted earlier than RWIFX: HCMNX (10 years) vs RWIFX (23 years). HCMNX (2.05) is less costly to investors than RWIFX (0.46). HCMNX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMNX: RWIFX (250) vs HCMNX (2500). RWIFX annual gain was more profitable for investors over the last year : 2.53 vs. HCMNX (-11.41). HCMNX return over 5 years is better than : 56.80 vs. RWIFX (52.57).
| HCMNX | RWIFX | HCMNX / RWIFX | |
| Total Expense Ratio | 2.05 | 0.46 | 446% |
| Annual Report Gross Expense Ratio | 2.05 | 0.46 | 446% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -9.168 | 2.950 | -311% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 125B | 1% |
| Annual Yield % from dividends | 0.00 | 1.91 | - |
| Returns for 1 year | -11.41 | 2.53 | -451% |
| Returns for 3 years | -5.25 | 31.36 | -17% |
| Returns for 5 years | 56.80 | 52.57 | 108% |
| Returns for 10 years | 72.03 | 43.36 | 166% |