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HCMPX vs RWIEX
HCMPX vs RWIEX Comparison
Open Charts HCMPX vs RWIEX
HCM Dividend Sector Plus Investor
Price$17.20
Change+$0.24 (+1.42%)
VolumeN/A
Net Assets1.63B
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
HCMPX vs RWIEX Comparison Chart
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HCMPX vs. RWIEX commentary
Jun 07, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. HCMPX (1.63B). RWIEX pays higher dividends than HCMPX: RWIEX (1.53) 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 : 6.35 vs. HCMPX (-11.67). RWIEX return over 5 years is better than : 45.88 vs. HCMPX (39.82).
| 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 | -4.826 | 9.038 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -11.67 | 6.35 | -184% |
| Returns for 3 years | -7.22 | 29.04 | -25% |
| Returns for 5 years | 39.82 | 45.88 | 87% |
| Returns for 10 years | 69.93 | 53.09 | 132% |
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