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HCMNX vs RWIFX
HCMNX vs RWIFX Comparison
Open Charts HCMNX vs RWIFX
HCM Dividend Sector Plus A
Price$19.71
Change+$0.24 (+1.23%)
VolumeN/A
Net Assets1.74B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.13B
HCMNX vs RWIFX Comparison Chart in %
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HCMNX vs. RWIFX commentary
Jul 05, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. HCMNX (1.74B). RWIFX pays higher dividends than HCMNX: RWIFX (1.72) 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 : 9.68 vs. HCMNX (-8.46). HCMNX return over 5 years is better than : 60.73 vs. RWIFX (54.61).
| 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 | 2.582 | 13.737 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 135B | 1% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | -8.46 | 9.68 | -87% |
| Returns for 3 years | 12.05 | 51.39 | 23% |
| Returns for 5 years | 60.73 | 54.61 | 111% |
| Returns for 10 years | 102.51 | 64.73 | 158% |
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