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HCMPX vs RWIEX
HCMPX vs RWIEX Comparison
Open Charts HCMPX vs RWIEX
HCM Dividend Sector Plus Investor
Price$18.05
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R4
Price$70.90
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.85B
HCMPX vs RWIEX Comparison Chart in %
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HCMPX vs. RWIEX commentary
Jul 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. HCMPX (1.71B). 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 : 9.69 vs. HCMPX (-10.06). HCMPX (59.02) and RWIEX (56.62) 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 | 10 years | 23 years | - |
| Gain YTD | 0.393 | 12.419 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 135B | 1% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -10.06 | 9.69 | -104% |
| Returns for 3 years | 6.36 | 47.03 | 14% |
| Returns for 5 years | 59.02 | 56.62 | 104% |
| Returns for 10 years | 82.60 | 60.44 | 137% |
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