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HCMQX vs RWIBX
HCMQX vs RWIBX Comparison
Open Charts HCMQX vs RWIBX
HCM Dividend Sector Plus I
Price$18.02
Change-$0.35 (-1.91%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R2
Price$66.01
Change-$0.69 (-1.03%)
VolumeN/A
Net Assets129.86B
HCMQX vs RWIBX Comparison Chart
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HCMQX vs. RWIBX 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 130B vs. HCMQX (1.64B). RWIBX pays higher dividends than HCMQX: RWIBX (0.91) 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 : 2.17 vs. HCMQX (-9.64). HCMQX return over 5 years is better than : 65.69 vs. RWIBX (50.58).
| 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 | -4.472 | 5.657 | -79% |
| 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 | 0.91 | - |
| Returns for 1 year | -9.64 | 2.17 | -443% |
| Returns for 3 years | 1.77 | 29.72 | 6% |
| Returns for 5 years | 65.69 | 50.58 | 130% |
| Returns for 10 years | 84.25 | 40.35 | 209% |
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