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HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Dividend Sector Plus Investor
Price$17.20
Change+$0.24 (+1.42%)
VolumeN/A
Net Assets1.63B
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
HCMPX vs RWIBX Comparison Chart
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HCMPX vs. RWIBX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HCMPX (1.63B). 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 : 5.49 vs. HCMPX (-11.67). RWIBX return over 5 years is better than : 42.11 vs. HCMPX (39.82).
| 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 | -4.826 | 8.682 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | -11.67 | 5.49 | -213% |
| Returns for 3 years | -7.22 | 26.76 | -27% |
| Returns for 5 years | 39.82 | 42.11 | 95% |
| Returns for 10 years | 69.93 | 48.90 | 143% |
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