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HCMQX vs RWIEX
HCMQX vs RWIEX Comparison
Open Charts HCMQX vs RWIEX
HCM Dividend Sector Plus I
Price$22.01
Change-$0.46 (-2.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.02
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
HCMQX vs RWIEX Comparison Chart
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HCMQX vs. RWIEX commentary
Nov 18, 2024
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 StrongBuy and RWIEX is a Sell.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. HCMQX (1.7B). RWIEX pays higher dividends than HCMQX: RWIEX (1.68) vs HCMQX (0.34). HCMQX was incepted earlier than RWIEX: HCMQX (10 years) vs RWIEX (22 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). HCMQX annual gain was more profitable for investors over the last year : 28.68 vs. RWIEX (19.09). HCMQX return over 5 years is better than : 88.63 vs. RWIEX (38.81).
| HCMQX | RWIEX | HCMQX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 24.421 | 13.087 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 125B | 1% |
| Annual Yield % from dividends | 0.34 | 1.68 | 20% |
| Returns for 1 year | 28.68 | 19.09 | 150% |
| Returns for 3 years | 2.15 | 3.22 | 67% |
| Returns for 5 years | 88.63 | 38.81 | 228% |
| Returns for 10 years | N/A | 49.45 | - |