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HCMPX vs RWIEX
HCMPX vs RWIEX Comparison
Open Charts HCMPX vs RWIEX
HCM Dividend Sector Plus Investor
Price$17.75
Change-$0.51 (-2.79%)
VolumeN/A
Net Assets1.7B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
HCMPX vs RWIEX Comparison Chart
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HCMPX vs. RWIEX commentary
Feb 23, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. HCMPX (1.7B). RWIEX pays higher dividends than HCMPX: RWIEX (1.68) vs HCMPX (0.00). HCMPX was incepted earlier than RWIEX: HCMPX (10 years) vs RWIEX (23 years). HCMPX is a more actively managed with annual turnover of: 178.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HCMPX: RWIEX (250) vs HCMPX (2500). RWIEX annual gain was more profitable for investors over the last year : 7.09 vs. HCMPX (-1.28). HCMPX return over 5 years is better than : 38.02 vs. RWIEX (32.66).
| HCMPX | RWIEX | HCMPX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -0.393 | 4.325 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | -1.28 | 7.09 | -18% |
| Returns for 3 years | -4.98 | 16.55 | -30% |
| Returns for 5 years | 38.02 | 32.66 | 116% |
| Returns for 10 years | N/A | 44.62 | - |
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