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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Dividend Sector Plus Investor
Price$17.87
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
HCMPX vs RWIFX Comparison Chart
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HCMPX vs. RWIFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. HCMPX (1.71B). RWIFX pays higher dividends than HCMPX: RWIFX (1.94) vs HCMPX (0.00). HCMPX was incepted earlier than RWIFX: HCMPX (10 years) vs RWIFX (23 years). HCMPX is a more actively managed with annual turnover of: 178.00 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 : 11.29 vs. HCMPX (8.04). HCMPX return over 5 years is better than : 40.49 vs. RWIFX (28.93).
| HCMPX | RWIFX | HCMPX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.281 | 2.077 | 14% |
| 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 | 127B | 1% |
| Annual Yield % from dividends | 0.00 | 1.94 | - |
| Returns for 1 year | 8.04 | 11.29 | 71% |
| Returns for 3 years | -11.97 | 9.29 | -129% |
| Returns for 5 years | 40.49 | 28.93 | 140% |
| Returns for 10 years | N/A | 49.38 | - |
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