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HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Dividend Sector Plus Investor
Price$15.83
Change+$0.17 (+1.09%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
HCMPX vs RWIBX Comparison Chart
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HCMPX vs. RWIBX commentary
Apr 25, 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 Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. HCMPX (1.51B). 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 : 0.61 vs. HCMPX (-12.12). HCMPX return over 5 years is better than : 50.14 vs. RWIBX (47.17).
| 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 | -12.121 | -0.617 | 1,964% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 119B | 1% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -12.12 | 0.61 | -1,979% |
| Returns for 3 years | -15.94 | 16.45 | -97% |
| Returns for 5 years | 50.14 | 47.17 | 106% |
| Returns for 10 years | 53.93 | 32.15 | 168% |
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