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HCMQX vs RWBEX
HCMQX vs RWBEX Comparison
Open Charts HCMQX vs RWBEX
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.
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).
| 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 | 3.952 | 13.307 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.06 | - |
| Returns for 1 year | -6.98 | 8.84 | -79% |
| Returns for 3 years | 14.60 | 48.49 | 30% |
| Returns for 5 years | 65.30 | 50.51 | 129% |
| Returns for 10 years | 108.99 | 59.94 | 182% |
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