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HCMPX vs RWIEX
HCMPX vs RWIEX Comparison
Open Charts HCMPX vs RWIEX
HCM Dividend Sector Plus Investor
Price$15.85
Change-$0.42 (-2.58%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
HCMPX vs RWIEX Comparison Chart
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HCMPX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. HCMPX (1.56B). RWIEX pays higher dividends than HCMPX: RWIEX (1.63) vs HCMPX (0.00). HCMPX was incepted earlier than RWIEX: HCMPX (10 years) vs RWIEX (23 years). HCMPX (2.80) is less costly to investors than RWIEX (0.76). HCMPX is a more actively managed with annual turnover of: 108.00 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 : 0.23 vs. HCMPX (-12.29). RWIEX return over 5 years is better than : 68.33 vs. HCMPX (63.03).
| HCMPX | RWIEX | HCMPX / RWIEX | |
| Total Expense Ratio | 2.80 | 0.76 | 368% |
| Annual Report Gross Expense Ratio | 2.80 | 0.76 | 368% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -8.698 | 0.869 | -1,001% |
| 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 | 1.63 | - |
| Returns for 1 year | -12.29 | 0.23 | -5,375% |
| Returns for 3 years | -17.12 | 11.51 | -149% |
| Returns for 5 years | 63.03 | 68.33 | 92% |
| Returns for 10 years | 63.02 | 41.09 | 153% |
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