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HCMQX vs RWICX
HCMQX vs RWICX Comparison
Open Charts HCMQX vs RWICX
HCM Dividend Sector Plus I
Price$17.12
Change+$0.70 (+4.26%)
VolumeN/A
Net Assets1.46B
American Funds Capital World Gr&Inc R3
Price$60.21
Change+$3.87 (+6.87%)
VolumeN/A
Net Assets116.98B
HCMQX vs RWICX Comparison Chart
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HCMQX vs. RWICX commentary
Apr 11, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 117B vs. HCMQX (1.46B). RWICX pays higher dividends than HCMQX: RWICX (1.35) vs HCMQX (0.00). HCMQX was incepted earlier than RWICX: HCMQX (10 years) vs RWICX (23 years). HCMQX (1.80) is less costly to investors than RWICX (1.06). HCMQX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HCMQX: RWICX (250) vs HCMQX (50000). RWICX annual gain was more profitable for investors over the last year : -11.16 vs. HCMQX (-16.44). HCMQX return over 5 years is better than : 56.83 vs. RWICX (35.96).
| HCMQX | RWICX | HCMQX / RWICX | |
| Total Expense Ratio | 1.80 | 1.06 | 170% |
| Annual Report Gross Expense Ratio | 1.80 | 1.06 | 170% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -14.613 | -10.381 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 117B | 1% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -16.44 | -11.16 | 147% |
| Returns for 3 years | -17.99 | 0.70 | -2,575% |
| Returns for 5 years | 56.83 | 35.96 | 158% |
| Returns for 10 years | 65.94 | 22.26 | 296% |
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