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HCMQX vs RWBEX
HCMQX vs RWBEX Comparison
Open Charts HCMQX vs RWBEX
HCM Dividend Sector Plus I
Price$23.02
Change-$0.20 (-0.86%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$65.17
Change-$4.61 (-6.61%)
VolumeN/A
CapitalizationN/A
HCMQX vs RWBEX Comparison Chart
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HCMQX vs. RWBEX commentary
Dec 18, 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 HCMQX is a Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 130B vs. HCMQX (1.79B). RWBEX pays higher dividends than HCMQX: RWBEX (1.28) vs HCMQX (0.34). HCMQX was incepted earlier than RWBEX: HCMQX (10 years) vs RWBEX (10 years). HCMQX is a more actively managed with annual turnover of: 178.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than HCMQX: RWBEX (250) vs HCMQX (50000). HCMQX annual gain was more profitable for investors over the last year : 25.11 vs. RWBEX (11.66). HCMQX return over 5 years is better than : 89.75 vs. RWBEX (30.86).
| HCMQX | RWBEX | HCMQX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 30.130 | 10.091 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 130B | 1% |
| Annual Yield % from dividends | 0.34 | 1.28 | 27% |
| Returns for 1 year | 25.11 | 11.66 | 215% |
| Returns for 3 years | 9.99 | 9.08 | 110% |
| Returns for 5 years | 89.75 | 30.86 | 291% |
| Returns for 10 years | N/A | 45.55 | - |
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