Ad is loading...
HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Dividend Sector Plus Investor
Price$15.85
Change-$0.42 (-2.58%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
HCMPX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCMPX vs. RWIBX commentary
Apr 04, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. HCMPX (1.56B). RWIBX pays higher dividends than HCMPX: RWIBX (0.92) vs HCMPX (0.00). HCMPX was incepted earlier than RWIBX: HCMPX (10 years) vs RWIBX (23 years). HCMPX (2.80) is less costly to investors than RWIBX (1.51). HCMPX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HCMPX: RWIBX (250) vs HCMPX (2500). RWIBX annual gain was more profitable for investors over the last year : -0.58 vs. HCMPX (-12.29). RWIBX (64.01) and HCMPX (63.03) have equivalent 5 years return.
| HCMPX | RWIBX | HCMPX / RWIBX | |
| Total Expense Ratio | 2.80 | 1.51 | 185% |
| Annual Report Gross Expense Ratio | 2.80 | 1.51 | 185% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -8.698 | 0.679 | -1,281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -12.29 | -0.58 | 2,114% |
| Returns for 3 years | -17.12 | 9.55 | -179% |
| Returns for 5 years | 63.03 | 64.01 | 98% |
| Returns for 10 years | 63.02 | 37.24 | 169% |