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HCMQX vs RWIEX
HCMQX vs RWIEX Comparison
Open Charts HCMQX vs RWIEX
HCM Dividend Sector Plus I
Price$16.91
Change+$0.22 (+1.32%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc R4
Price$60.66
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets117.15B
HCMQX vs RWIEX Comparison Chart
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HCMQX vs. RWIEX commentary
Apr 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. HCMQX (1.51B). RWIEX pays higher dividends than HCMQX: RWIEX (1.63) 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 : -4.20 vs. HCMQX (-13.46). HCMQX return over 5 years is better than : 61.51 vs. RWIEX (47.10).
| 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 | -12.064 | -3.960 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 117B | 1% |
| Annual Yield % from dividends | 0.00 | 1.63 | - |
| Returns for 1 year | -13.46 | -4.20 | 321% |
| Returns for 3 years | -14.18 | 10.63 | -133% |
| Returns for 5 years | 61.51 | 47.10 | 131% |
| Returns for 10 years | 70.90 | 32.61 | 217% |
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