Interact to see
Advertisement
Advertisement
HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Dividend Sector Plus Investor
Price$18.05
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R2
Price$69.99
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets134.85B
HCMPX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCMPX vs. RWIBX commentary
Jul 01, 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. HCMPX (1.71B). RWIBX pays higher dividends than HCMPX: RWIBX (0.86) 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 : 8.81 vs. HCMPX (-10.06). HCMPX return over 5 years is better than : 59.02 vs. RWIBX (52.35).
| 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 | 0.393 | 12.004 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 135B | 1% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | -10.06 | 8.81 | -114% |
| Returns for 3 years | 6.36 | 44.16 | 14% |
| Returns for 5 years | 59.02 | 52.35 | 113% |
| Returns for 10 years | 82.60 | 55.77 | 148% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement