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HCMQX vs RWBEX
HCMQX vs RWBEX Comparison
Open Charts HCMQX vs RWBEX
HCM Dividend Sector Plus I
Price$17.12
Change+$0.70 (+4.26%)
VolumeN/A
Net Assets1.46B
American Funds Capital World Gr&Inc R2E
Price$60.46
Change+$3.89 (+6.88%)
VolumeN/A
Net Assets116.98B
HCMQX vs RWBEX Comparison Chart
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HCMQX vs. RWBEX commentary
Apr 11, 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 Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. HCMQX (1.46B). RWBEX pays higher dividends than HCMQX: RWBEX (1.19) vs HCMQX (0.00). HCMQX was incepted earlier than RWBEX: HCMQX (10 years) vs RWBEX (11 years). HCMQX (1.80) is less costly to investors than RWBEX (1.21). HCMQX is a more actively managed with annual turnover of: 108.00 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 : -11.29 vs. HCMQX (-16.44). HCMQX return over 5 years is better than : 56.83 vs. RWBEX (35.34).
| HCMQX | RWBEX | HCMQX / RWBEX | |
| Total Expense Ratio | 1.80 | 1.21 | 149% |
| Annual Report Gross Expense Ratio | 1.80 | 1.21 | 149% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -14.613 | -10.420 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 117B | 1% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | -16.44 | -11.29 | 146% |
| Returns for 3 years | -17.99 | 0.38 | -4,738% |
| Returns for 5 years | 56.83 | 35.34 | 161% |
| Returns for 10 years | 65.94 | 21.52 | 306% |
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