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HCMPX vs RWICX
HCMPX vs RWICX Comparison
Open Charts HCMPX vs RWICX
HCM Dividend Sector Plus Investor
Price$17.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R3
Price$68.10
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
HCMPX vs RWICX Comparison Chart in %
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HCMPX vs. RWICX commentary
Jun 20, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 131B vs. HCMPX (1.64B). RWICX pays higher dividends than HCMPX: RWICX (1.26) vs HCMPX (0.00). HCMPX was incepted earlier than RWICX: HCMPX (10 years) vs RWICX (23 years). HCMPX (2.80) is less costly to investors than RWICX (1.06). HCMPX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HCMPX: RWICX (250) vs HCMPX (2500). RWICX annual gain was more profitable for investors over the last year : 5.39 vs. HCMPX (-14.64). RWICX (47.99) and HCMPX (45.98) have equivalent 5 years return.
| HCMPX | RWICX | HCMPX / RWICX | |
| Total Expense Ratio | 2.80 | 1.06 | 264% |
| Annual Report Gross Expense Ratio | 2.80 | 1.06 | 264% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.153 | 8.799 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -14.64 | 5.39 | -272% |
| Returns for 3 years | 4.15 | 45.51 | 9% |
| Returns for 5 years | 45.98 | 47.99 | 96% |
| Returns for 10 years | 69.82 | 50.39 | 139% |