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HCMQX vs RWIBX
HCMQX vs RWIBX Comparison
Open Charts HCMQX vs RWIBX
HCM Dividend Sector Plus I
Price$19.18
Change-$0.55 (-2.79%)
VolumeN/A
Net Assets1.75B
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
HCMQX vs RWIBX Comparison Chart
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HCMQX vs. RWIBX commentary
Feb 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 Hold and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. HCMQX (1.75B). RWIBX pays higher dividends than HCMQX: RWIBX (1.05) vs HCMQX (0.34). HCMQX was incepted earlier than RWIBX: HCMQX (10 years) vs RWIBX (23 years). HCMQX is a more actively managed with annual turnover of: 178.00 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 : 6.22 vs. HCMQX (3.52). HCMQX return over 5 years is better than : 51.77 vs. RWIBX (29.55).
| HCMQX | RWIBX | HCMQX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.600 | 4.205 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 128B | 1% |
| Annual Yield % from dividends | 0.34 | 1.05 | 33% |
| Returns for 1 year | 3.52 | 6.22 | 57% |
| Returns for 3 years | 2.36 | 14.72 | 16% |
| Returns for 5 years | 51.77 | 29.55 | 175% |
| Returns for 10 years | N/A | 40.94 | - |
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