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HCMQX vs RWIBX
HCMQX vs RWIBX Comparison
Open Charts HCMQX vs RWIBX
HCM Dividend Sector Plus I
Price$18.52
Change-$0.32 (-1.70%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
HCMQX vs RWIBX Comparison Chart
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HCMQX vs. RWIBX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HCMQX (1.64B). RWIBX pays higher dividends than HCMQX: RWIBX (0.86) 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 : 5.45 vs. HCMQX (-11.35). HCMQX return over 5 years is better than : 60.55 vs. RWIBX (47.82).
| HCMQX | RWIBX | HCMQX / RWIBX | |
| Total Expense Ratio | 1.80 | 1.51 | 119% |
| Annual Report Gross Expense Ratio | 1.80 | 1.51 | 119% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -3.692 | 8.647 | -43% |
| 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 | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | -11.35 | 5.45 | -208% |
| Returns for 3 years | 6.85 | 41.17 | 17% |
| Returns for 5 years | 60.55 | 47.82 | 127% |
| Returns for 10 years | 89.51 | 47.79 | 187% |
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