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HCMQX vs RWIBX
HCMQX vs RWIBX Comparison
Open Charts HCMQX vs RWIBX
HCM Dividend Sector Plus I
Price$19.29
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets126.7B
HCMQX vs RWIBX Comparison Chart
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HCMQX vs. RWIBX commentary
Jan 19, 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: 127B vs. HCMQX (1.71B). 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). HCMQX (10.17) and RWIBX (10.02) have marching annual gain over last year. HCMQX return over 5 years is better than : 50.11 vs. RWIBX (24.76).
| 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 | 0.312 | 2.014 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 127B | 1% |
| Annual Yield % from dividends | 0.34 | 1.05 | 33% |
| Returns for 1 year | 10.17 | 10.02 | 101% |
| Returns for 3 years | -7.79 | 6.90 | -113% |
| Returns for 5 years | 50.11 | 24.76 | 202% |
| Returns for 10 years | N/A | 44.15 | - |
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