HCMQX
Price
$19.99
Change
+$0.24 (+1.22%)
Updated
Jul 3 closing price
Net Assets
1.76B
RWIBX
Price
$70.45
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HCMQX vs RWIBX

Header iconHCMQX vs RWIBX Comparison
Open Charts HCMQX vs RWIBXBanner 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 R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HCMQX vs RWIBX Comparison Chart in %
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HCMQX vs. RWIBX 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 RWIBX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HCMQX (1.76B). RWIBX pays higher dividends than HCMQX: RWIBX (0.82) vs HCMQX (0.00). HCMQX was incepted earlier than RWIBX: HCMQX (10 years) vs RWIBX (23 years). HCMQX (1.80) is less costly to investors than RWIBX (1.51). HCMQX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HCMQX: RWIBX (250) vs HCMQX (50000). RWIBX annual gain was more profitable for investors over the last year : 8.46 vs. HCMQX (-6.98). HCMQX return over 5 years is better than : 65.30 vs. RWIBX (48.76).
HCMQXRWIBXHCMQX / RWIBX
Total Expense Ratio1.801.51119%
Annual Report Gross Expense Ratio1.801.51119%
Fund Existence10 years23 years-
Gain YTD3.95213.14430%
Front LoadN/AN/A-
Min. Initial Investment5000025020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B136B1%
Annual Yield % from dividends0.000.82-
Returns for 1 year-6.988.46-83%
Returns for 3 years14.6047.2631%
Returns for 5 years65.3048.76134%
Returns for 10 years108.9958.14187%
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