HCMQX
Price
$19.99
Change
+$0.24 (+1.22%)
Updated
Jul 3 closing price
Net Assets
1.76B
RWBEX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HCMQX vs RWBEX

Header iconHCMQX vs RWBEX Comparison
Open Charts HCMQX vs RWBEXBanner chart's image
HCM Dividend Sector Plus I
Price$19.99
Change+$0.24 (+1.22%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HCMQX vs RWBEX Comparison Chart in %
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HCMQX vs. RWBEX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. HCMQX (1.76B). RWBEX pays higher dividends than HCMQX: RWBEX (1.06) 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 : 8.84 vs. HCMQX (-6.98). HCMQX return over 5 years is better than : 65.30 vs. RWBEX (50.51).
HCMQXRWBEXHCMQX / RWBEX
Total Expense Ratio1.801.21149%
Annual Report Gross Expense Ratio1.801.21149%
Fund Existence10 years11 years-
Gain YTD3.95213.30730%
Front LoadN/AN/A-
Min. Initial Investment5000025020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B136B1%
Annual Yield % from dividends0.001.06-
Returns for 1 year-6.988.84-79%
Returns for 3 years14.6048.4930%
Returns for 5 years65.3050.51129%
Returns for 10 years108.9959.94182%
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