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HCMQX vs RWIBX
HCMQX vs RWIBX Comparison
Open Charts HCMQX vs RWIBX
HCM Dividend Sector Plus I
Price$22.01
Change-$0.46 (-2.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
HCMQX vs RWIBX Comparison Chart
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HCMQX vs. RWIBX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. HCMQX (1.7B). RWIBX pays higher dividends than HCMQX: RWIBX (1.05) vs HCMQX (0.34). HCMQX was incepted earlier than RWIBX: HCMQX (10 years) vs RWIBX (22 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 annual gain was more profitable for investors over the last year : 28.68 vs. RWIBX (18.20). HCMQX return over 5 years is better than : 88.63 vs. RWIBX (35.89).
| HCMQX | RWIBX | HCMQX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 24.421 | 12.357 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 125B | 1% |
| Annual Yield % from dividends | 0.34 | 1.05 | 33% |
| Returns for 1 year | 28.68 | 18.20 | 158% |
| Returns for 3 years | 2.15 | 1.61 | 133% |
| Returns for 5 years | 88.63 | 35.89 | 247% |
| Returns for 10 years | N/A | 45.76 | - |