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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Dividend Sector Plus Investor
Price$18.05
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R5
Price$71.14
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets134.85B
HCMPX vs RWIFX Comparison Chart in %
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HCMPX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. HCMPX (1.71B). 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 : 10.03 vs. HCMPX (-10.06). HCMPX (59.02) and RWIFX (58.36) have equivalent 5 years return.
| 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 | 0.393 | 12.577 | 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 | 1.80 | - |
| Returns for 1 year | -10.06 | 10.03 | -100% |
| Returns for 3 years | 6.36 | 48.18 | 13% |
| Returns for 5 years | 59.02 | 58.36 | 101% |
| Returns for 10 years | 82.60 | 62.25 | 133% |
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