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HCMQX vs RWIEX
HCMQX vs RWIEX Comparison
Open Charts HCMQX vs RWIEX
HCM Dividend Sector Plus I
Price$19.29
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
HCMQX vs RWIEX Comparison Chart
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HCMQX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. HCMQX (1.71B). 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 : 10.94 vs. HCMQX (10.17). HCMQX return over 5 years is better than : 50.11 vs. RWIEX (27.76).
| 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 | 0.312 | 2.068 | 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 | 1.68 | 20% |
| Returns for 1 year | 10.17 | 10.94 | 93% |
| Returns for 3 years | -7.79 | 8.62 | -90% |
| Returns for 5 years | 50.11 | 27.76 | 180% |
| Returns for 10 years | N/A | 47.94 | - |
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