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HCMQX vs RWBEX
HCMQX vs RWBEX Comparison
Open Charts HCMQX vs RWBEX
HCM Dividend Sector Plus I
Price$18.02
Change-$0.35 (-1.91%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R2E
Price$66.80
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
HCMQX vs RWBEX Comparison Chart
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HCMQX vs. RWBEX commentary
May 23, 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 Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 130B vs. HCMQX (1.64B). RWBEX pays higher dividends than HCMQX: RWBEX (1.18) 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 : 2.53 vs. HCMQX (-9.64). HCMQX return over 5 years is better than : 65.69 vs. RWBEX (52.26).
| 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 | -4.472 | 5.780 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 130B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -9.64 | 2.53 | -381% |
| Returns for 3 years | 1.77 | 30.70 | 6% |
| Returns for 5 years | 65.69 | 52.26 | 126% |
| Returns for 10 years | 84.25 | 41.86 | 201% |
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