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HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Dividend Sector Plus Investor
Price$18.31
Change-$0.13 (-0.70%)
VolumeN/A
Net Assets1.74B
American Funds Capital World Gr&Inc R2
Price$70.34
Change-$0.31 (-0.44%)
VolumeN/A
Net Assets135.68B
HCMPX vs RWIBX Comparison Chart in %
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HCMPX vs. RWIBX commentary
Jul 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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HCMPX (1.74B). 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 : 6.85 vs. HCMPX (-10.55). HCMPX return over 5 years is better than : 48.74 vs. RWIBX (45.59).
| 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 | 2.750 | 12.967 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -10.55 | 6.85 | -154% |
| Returns for 3 years | 9.51 | 49.80 | 19% |
| Returns for 5 years | 48.74 | 45.59 | 107% |
| Returns for 10 years | 84.17 | 54.25 | 155% |
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