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HCMPX vs RWBEX
HCMPX vs RWBEX Comparison
Open Charts HCMPX vs RWBEX
HCM Dividend Sector Plus Investor
Price$15.83
Change+$0.17 (+1.09%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc R2E
Price$62.83
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
HCMPX vs RWBEX Comparison Chart
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HCMPX vs. RWBEX commentary
Apr 25, 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 Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 119B vs. HCMPX (1.51B). RWBEX pays higher dividends than HCMPX: RWBEX (1.19) vs HCMPX (0.00). HCMPX was incepted earlier than RWBEX: HCMPX (10 years) vs RWBEX (11 years). HCMPX (2.80) is less costly to investors than RWBEX (1.21). HCMPX is a more actively managed with annual turnover of: 108.00 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 : 0.99 vs. HCMPX (-12.12). HCMPX (50.14) and RWBEX (48.85) have equivalent 5 years return.
| HCMPX | RWBEX | HCMPX / RWBEX | |
| Total Expense Ratio | 2.80 | 1.21 | 231% |
| Annual Report Gross Expense Ratio | 2.80 | 1.21 | 231% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -12.121 | -0.507 | 2,391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 119B | 1% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | -12.12 | 0.99 | -1,226% |
| Returns for 3 years | -15.94 | 17.35 | -92% |
| Returns for 5 years | 50.14 | 48.85 | 103% |
| Returns for 10 years | 53.93 | 33.56 | 161% |