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HCMQX vs RWBEX
HCMQX vs RWBEX Comparison
Open Charts HCMQX vs RWBEX
HCM Dividend Sector Plus I
Price$19.44
Change+$0.19 (+0.99%)
VolumeN/A
Net Assets1.7B
American Funds Capital World Gr&Inc R2E
Price$66.02
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
HCMQX vs RWBEX Comparison Chart
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HCMQX vs. RWBEX commentary
Jan 31, 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 HCMQX is a StrongBuy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. HCMQX (1.7B). 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). RWBEX annual gain was more profitable for investors over the last year : 11.03 vs. HCMQX (7.90). HCMQX return over 5 years is better than : 56.60 vs. RWBEX (34.21).
| 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 | 0.104 | 4.346 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 128B | 1% |
| Annual Yield % from dividends | 0.34 | 1.28 | 27% |
| Returns for 1 year | 7.90 | 11.03 | 72% |
| Returns for 3 years | -3.28 | 12.28 | -27% |
| Returns for 5 years | 56.60 | 34.21 | 165% |
| Returns for 10 years | N/A | 47.64 | - |