Ad is loading...
HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Dividend Sector Plus Investor
Price$21.54
Change-$0.19 (-0.87%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
HCMPX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCMPX vs. RWIFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. HCMPX (1.79B). 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). HCMPX annual gain was more profitable for investors over the last year : 23.51 vs. RWIFX (12.33). HCMPX return over 5 years is better than : 78.98 vs. RWIFX (33.65).
| 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 | 28.828 | 10.727 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 130B | 1% |
| Annual Yield % from dividends | 0.00 | 1.94 | - |
| Returns for 1 year | 23.51 | 12.33 | 191% |
| Returns for 3 years | 6.00 | 10.56 | 57% |
| Returns for 5 years | 78.98 | 33.65 | 235% |
| Returns for 10 years | N/A | 49.13 | - |