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HCMQX vs RWIEX
HCMQX vs RWIEX Comparison
Open Charts HCMQX vs RWIEX
HCM Dividend Sector Plus I
Price$19.18
Change-$0.55 (-2.79%)
VolumeN/A
Net Assets1.75B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
HCMQX vs RWIEX Comparison Chart
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HCMQX vs. RWIEX commentary
Feb 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 Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. HCMQX (1.75B). RWIEX pays higher dividends than HCMQX: RWIEX (1.68) vs HCMQX (0.34). HCMQX was incepted earlier than RWIEX: HCMQX (10 years) vs RWIEX (23 years). HCMQX is a more actively managed with annual turnover of: 178.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HCMQX: RWIEX (250) vs HCMQX (50000). RWIEX annual gain was more profitable for investors over the last year : 7.09 vs. HCMQX (3.52). HCMQX return over 5 years is better than : 51.77 vs. RWIEX (32.66).
| HCMQX | RWIEX | HCMQX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.600 | 4.325 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 128B | 1% |
| Annual Yield % from dividends | 0.34 | 1.68 | 20% |
| Returns for 1 year | 3.52 | 7.09 | 50% |
| Returns for 3 years | 2.36 | 16.55 | 14% |
| Returns for 5 years | 51.77 | 32.66 | 159% |
| Returns for 10 years | N/A | 44.62 | - |