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HCMPX vs RWICX
HCMPX vs RWICX Comparison
Open Charts HCMPX vs RWICX
HCM Dividend Sector Plus Investor
Price$15.85
Change-$0.42 (-2.58%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R3
Price$61.15
Change-$2.21 (-3.49%)
VolumeN/A
Net Assets123.19B
HCMPX vs RWICX Comparison Chart
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HCMPX vs. RWICX commentary
Apr 04, 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: 123B vs. HCMPX (1.56B). RWICX pays higher dividends than HCMPX: RWICX (1.35) 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 : -0.11 vs. HCMPX (-12.29). RWICX return over 5 years is better than : 66.57 vs. HCMPX (63.03).
| 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 | -8.698 | 0.786 | -1,107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -12.29 | -0.11 | 11,333% |
| Returns for 3 years | -17.12 | 10.72 | -160% |
| Returns for 5 years | 63.03 | 66.57 | 95% |
| Returns for 10 years | 63.02 | 39.55 | 159% |