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HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Sector Plus Investor
Price$19.23
Change+$0.14 (+0.73%)
VolumeN/A
Net Assets1.81B
American Funds Capital World Gr&Inc R2
Price$71.42
Change+$0.91 (+1.29%)
VolumeN/A
Net Assets135.64B
HCMPX vs RWIBX Comparison Chart in %
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HCMPX vs. RWIBX commentary
Aug 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HCMPX (1.81B). RWIBX pays higher dividends than HCMPX: RWIBX (0.82) 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 : 14.11 vs. HCMPX (1.60). HCMPX (44.40) and RWIBX (42.83) 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 | 7.127 | 14.702 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 1.60 | 14.11 | 11% |
| Returns for 3 years | 6.00 | 38.09 | 16% |
| Returns for 5 years | 44.40 | 42.83 | 104% |
| Returns for 10 years | 94.85 | 58.77 | 161% |
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