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HCMQX vs RWIFX
HCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFX
HCM Dividend Sector Plus I
Price$22.01
Change-$0.46 (-2.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
HCMQX vs RWIFX Comparison Chart
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HCMQX vs. RWIFX 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 RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. HCMQX (1.7B). RWIFX pays higher dividends than HCMQX: RWIFX (1.94) vs HCMQX (0.34). HCMQX was incepted earlier than RWIFX: HCMQX (10 years) vs RWIFX (23 years). HCMQX is a more actively managed with annual turnover of: 178.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMQX: RWIFX (250) vs HCMQX (50000). HCMQX annual gain was more profitable for investors over the last year : 28.68 vs. RWIFX (19.46). HCMQX return over 5 years is better than : 88.63 vs. RWIFX (39.97).
| HCMQX | RWIFX | HCMQX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 24.421 | 13.399 | 182% |
| 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 | 1.94 | 18% |
| Returns for 1 year | 28.68 | 19.46 | 147% |
| Returns for 3 years | 2.15 | 3.86 | 56% |
| Returns for 5 years | 88.63 | 39.97 | 222% |
| Returns for 10 years | N/A | 50.91 | - |
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