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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Dividend Sector Plus Investor
Price$15.83
Change+$0.17 (+1.09%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc R5
Price$63.14
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
HCMPX vs RWIFX Comparison Chart
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HCMPX vs. RWIFX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 119B vs. HCMPX (1.51B). 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 : 1.75 vs. HCMPX (-12.12). RWIFX (52.63) and HCMPX (50.14) 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 | 10 years | 23 years | - |
| Gain YTD | -12.121 | -0.287 | 4,224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 119B | 1% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | -12.12 | 1.75 | -691% |
| Returns for 3 years | -15.94 | 19.37 | -82% |
| Returns for 5 years | 50.14 | 52.63 | 95% |
| Returns for 10 years | 53.93 | 37.29 | 145% |