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HCMPX vs RWBEX
HCMPX vs RWBEX Comparison
Open Charts HCMPX vs RWBEX
HCM Dividend Sector Plus Investor
Price$17.20
Change+$0.24 (+1.42%)
VolumeN/A
Net Assets1.63B
American Funds Capital World Gr&Inc R2E
Price$68.72
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
HCMPX vs RWBEX Comparison Chart
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HCMPX vs. RWBEX commentary
Jun 07, 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 StrongBuy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. HCMPX (1.63B). RWBEX pays higher dividends than HCMPX: RWBEX (1.11) 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 : 5.87 vs. HCMPX (-11.67). RWBEX return over 5 years is better than : 43.71 vs. HCMPX (39.82).
| 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 | -4.826 | 8.820 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | -11.67 | 5.87 | -199% |
| Returns for 3 years | -7.22 | 27.71 | -26% |
| Returns for 5 years | 39.82 | 43.71 | 91% |
| Returns for 10 years | 69.93 | 50.51 | 138% |
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