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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Dividend Sector Plus Investor
Price$15.85
Change-$0.42 (-2.58%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
HCMPX vs RWIFX Comparison Chart
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HCMPX vs. RWIFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. HCMPX (1.56B). RWIFX pays higher dividends than HCMPX: RWIFX (1.93) 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 : 0.55 vs. HCMPX (-12.29). RWIFX return over 5 years is better than : 70.05 vs. HCMPX (63.03).
| 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 | -8.698 | 0.945 | -921% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | -12.29 | 0.55 | -2,244% |
| Returns for 3 years | -17.12 | 12.30 | -139% |
| Returns for 5 years | 63.03 | 70.05 | 90% |
| Returns for 10 years | 63.02 | 42.59 | 148% |
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