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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Dividend Sector Plus Investor
Price$18.35
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets1.74B
American Funds Capital World Gr&Inc R5
Price$71.59
Change+$0.43 (+0.60%)
VolumeN/A
Net Assets135.08B
HCMPX vs RWIFX Comparison Chart in %
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HCMPX vs. RWIFX commentary
Jul 10, 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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. HCMPX (1.74B). RWIFX pays higher dividends than HCMPX: RWIFX (1.72) 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 : 9.29 vs. HCMPX (-11.01). RWIFX return over 5 years is better than : 51.49 vs. HCMPX (47.77).
| 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 | 2.076 | 13.705 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 135B | 1% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | -11.01 | 9.29 | -119% |
| Returns for 3 years | 8.02 | 50.53 | 16% |
| Returns for 5 years | 47.77 | 51.49 | 93% |
| Returns for 10 years | 84.94 | 63.07 | 135% |
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