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HCMPX vs RWBEX
HCMPX vs RWBEX Comparison
Open Charts HCMPX vs RWBEX
HCM Dividend Sector Plus Investor
Price$16.68
Change-$0.16 (-0.95%)
VolumeN/A
Net Assets1.62B
American Funds Capital World Gr&Inc R2E
Price$63.44
Change-$1.68 (-2.58%)
VolumeN/A
Net Assets126.53B
HCMPX vs RWBEX Comparison Chart
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HCMPX vs. RWBEX commentary
Mar 11, 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 (1.62B). RWBEX pays higher dividends than HCMPX: RWBEX (1.15) 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 : 2.84 vs. HCMPX (-8.33). HCMPX return over 5 years is better than : 48.76 vs. RWBEX (42.11).
| 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 | -5.499 | 2.924 | -188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 127B | 1% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -8.33 | 2.84 | -294% |
| Returns for 3 years | -8.13 | 23.17 | -35% |
| Returns for 5 years | 48.76 | 42.11 | 116% |
| Returns for 10 years | N/A | 45.63 | - |
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