HCMPX
Price
$18.43
Change
+$0.22 (+1.21%)
Updated
Jul 3 closing price
Net Assets
1.76B
RWBEX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HCMPX vs RWBEX

Header iconHCMPX vs RWBEX Comparison
Open Charts HCMPX vs RWBEXBanner chart's image
HCM Dividend Sector Plus Investor
Price$18.43
Change+$0.22 (+1.21%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HCMPX vs RWBEX Comparison Chart in %
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HCMPX vs. RWBEX 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 HCMPX is a StrongBuy and RWBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. HCMPX (1.76B). RWBEX pays higher dividends than HCMPX: RWBEX (1.06) 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 : 8.84 vs. HCMPX (-8.76). HCMPX return over 5 years is better than : 54.61 vs. RWBEX (50.51).
HCMPXRWBEXHCMPX / RWBEX
Total Expense Ratio2.801.21231%
Annual Report Gross Expense Ratio2.801.21231%
Fund Existence10 years11 years-
Gain YTD3.42313.30726%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B136B1%
Annual Yield % from dividends0.001.06-
Returns for 1 year-8.768.84-99%
Returns for 3 years9.4448.4919%
Returns for 5 years54.6150.51108%
Returns for 10 years88.1159.94147%
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