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HCMQX vs RWIEX
HCMQX vs RWIEX Comparison
Open Charts HCMQX vs RWIEX
HCM Dividend Sector Plus I
Price$18.02
Change-$0.35 (-1.91%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R4
Price$66.93
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
HCMQX vs RWIEX Comparison Chart
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HCMQX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 130B vs. HCMQX (1.64B). RWIEX pays higher dividends than HCMQX: RWIEX (1.61) vs HCMQX (0.00). HCMQX was incepted earlier than RWIEX: HCMQX (10 years) vs RWIEX (23 years). HCMQX (1.80) is less costly to investors than RWIEX (0.76). HCMQX is a more actively managed with annual turnover of: 108.00 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 : 3.00 vs. HCMQX (-9.64). HCMQX return over 5 years is better than : 65.69 vs. RWIEX (54.57).
| HCMQX | RWIEX | HCMQX / RWIEX | |
| Total Expense Ratio | 1.80 | 0.76 | 237% |
| Annual Report Gross Expense Ratio | 1.80 | 0.76 | 237% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.472 | 5.967 | -75% |
| 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 | 1.61 | - |
| Returns for 1 year | -9.64 | 3.00 | -321% |
| Returns for 3 years | 1.77 | 32.04 | 6% |
| Returns for 5 years | 65.69 | 54.57 | 120% |
| Returns for 10 years | 84.25 | 44.31 | 190% |
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