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HCMPX vs RWIEX
HCMPX vs RWIEX Comparison
Open Charts HCMPX vs RWIEX
HCM Sector Plus Investor
Price$19.85
Change+$0.13 (+0.66%)
VolumeN/A
Net Assets1.87B
American Funds Capital World Gr&Inc R4
Price$74.85
Change+$0.23 (+0.31%)
VolumeN/A
Net Assets140.42B
HCMPX vs RWIEX Comparison Chart in %
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HCMPX vs. RWIEX commentary
Sep 16, 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 Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. HCMPX (1.87B). RWIEX pays higher dividends than HCMPX: RWIEX (1.43) vs HCMPX (0.00). HCMPX was incepted earlier than RWIEX: HCMPX (11 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 : 13.26 vs. HCMPX (1.70). RWIEX (50.18) and HCMPX (48.72) have equivalent 5 years return.
| HCMPX | RWIEX | HCMPX / RWIEX | |
| Total Expense Ratio | 2.80 | 0.76 | 368% |
| Annual Report Gross Expense Ratio | 2.80 | 0.76 | 368% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 10.662 | 18.736 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 140B | 1% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 1.70 | 13.26 | 13% |
| Returns for 3 years | 20.10 | 58.48 | 34% |
| Returns for 5 years | 48.72 | 50.18 | 97% |
| Returns for 10 years | 112.15 | 80.66 | 139% |
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