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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Sector Plus Investor
Price$19.33
Change+$0.25 (+1.31%)
VolumeN/A
Net Assets1.83B
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
HCMPX vs RWIFX Comparison Chart in %
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HCMPX vs. RWIFX commentary
Sep 06, 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 Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. HCMPX (1.83B). RWIFX pays higher dividends than HCMPX: RWIFX (1.69) 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 : 13.51 vs. HCMPX (2.17). RWIFX return over 5 years is better than : 48.74 vs. HCMPX (42.34).
| 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 | 8.474 | 16.421 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 137B | 1% |
| Annual Yield % from dividends | 0.00 | 1.69 | - |
| Returns for 1 year | 2.17 | 13.51 | 16% |
| Returns for 3 years | 17.01 | 55.27 | 31% |
| Returns for 5 years | 42.34 | 48.74 | 87% |
| Returns for 10 years | 105.40 | 77.64 | 136% |
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