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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Dividend Sector Plus Investor
Price$17.20
Change+$0.24 (+1.42%)
VolumeN/A
Net Assets1.63B
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
HCMPX vs RWIFX Comparison Chart
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HCMPX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. HCMPX (1.63B). RWIFX pays higher dividends than HCMPX: RWIFX (1.80) vs HCMPX (0.00). HCMPX was incepted earlier than RWIFX: HCMPX (10 years) vs RWIFX (23 years). HCMPX (2.80) is less costly to investors than RWIFX (0.46). HCMPX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMPX: RWIFX (250) vs HCMPX (2500). RWIFX annual gain was more profitable for investors over the last year : 6.69 vs. HCMPX (-11.67). RWIFX return over 5 years is better than : 47.37 vs. HCMPX (39.82).
| HCMPX | RWIFX | HCMPX / RWIFX | |
| Total Expense Ratio | 2.80 | 0.46 | 609% |
| Annual Report Gross Expense Ratio | 2.80 | 0.46 | 609% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.826 | 9.173 | -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 | 1.80 | - |
| Returns for 1 year | -11.67 | 6.69 | -175% |
| Returns for 3 years | -7.22 | 29.94 | -24% |
| Returns for 5 years | 39.82 | 47.37 | 84% |
| Returns for 10 years | 69.93 | 54.73 | 128% |
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