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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Sector Plus Investor
Price$19.42
Change-$0.92 (-4.52%)
VolumeN/A
Net Assets1.84B
American Funds Capital World Gr&Inc R5
Price$74.15
Change-$1.93 (-2.54%)
VolumeN/A
Net Assets138.57B
HCMPX vs RWIFX Comparison Chart in %
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HCMPX vs. RWIFX commentary
Oct 14, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. HCMPX (1.84B). RWIFX pays higher dividends than HCMPX: RWIFX (1.64) vs HCMPX (0.00). HCMPX was incepted earlier than RWIFX: HCMPX (11 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 : 9.60 vs. HCMPX (0.89). RWIFX (49.22) and HCMPX (47.07) 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 | 11 years | 23 years | - |
| Gain YTD | 14.141 | 18.162 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 139B | 1% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 0.89 | 9.60 | 9% |
| Returns for 3 years | 27.76 | 69.90 | 40% |
| Returns for 5 years | 47.07 | 49.22 | 96% |
| Returns for 10 years | 112.64 | 78.49 | 144% |
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