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HCMPX vs RWBEX
HCMPX vs RWBEX Comparison
Open Charts HCMPX vs RWBEX
HCM Dividend Sector Plus Investor
Price$17.87
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R2E
Price$64.56
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
HCMPX vs RWBEX Comparison Chart
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HCMPX vs. RWBEX commentary
Jan 19, 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 HCMPX is a Hold and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. HCMPX (1.71B). RWBEX pays higher dividends than HCMPX: RWBEX (1.28) vs HCMPX (0.00). HCMPX was incepted earlier than RWBEX: HCMPX (10 years) vs RWBEX (10 years). HCMPX is a more actively managed with annual turnover of: 178.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than HCMPX: RWBEX (250) vs HCMPX (2500). RWBEX annual gain was more profitable for investors over the last year : 10.43 vs. HCMPX (8.04). HCMPX return over 5 years is better than : 40.49 vs. RWBEX (26.04).
| HCMPX | RWBEX | HCMPX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 0.281 | 2.039 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 127B | 1% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 8.04 | 10.43 | 77% |
| Returns for 3 years | -11.97 | 7.63 | -157% |
| Returns for 5 years | 40.49 | 26.04 | 155% |
| Returns for 10 years | N/A | 45.57 | - |
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