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HCMQX vs RWIFX
HCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFX
HCM Dividend Sector Plus I
Price$18.02
Change-$0.35 (-1.91%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R5
Price$67.17
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
HCMQX vs RWIFX Comparison Chart
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HCMQX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. HCMQX (1.64B). RWIFX pays higher dividends than HCMQX: RWIFX (1.91) vs HCMQX (0.00). HCMQX was incepted earlier than RWIFX: HCMQX (10 years) vs RWIFX (23 years). HCMQX (1.80) is less costly to investors than RWIFX (0.46). HCMQX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMQX: RWIFX (250) vs HCMQX (50000). RWIFX annual gain was more profitable for investors over the last year : 3.32 vs. HCMQX (-9.64). HCMQX return over 5 years is better than : 65.69 vs. RWIFX (56.14).
| HCMQX | RWIFX | HCMQX / RWIFX | |
| Total Expense Ratio | 1.80 | 0.46 | 391% |
| Annual Report Gross Expense Ratio | 1.80 | 0.46 | 391% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.472 | 6.077 | -74% |
| 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 | 1.91 | - |
| Returns for 1 year | -9.64 | 3.32 | -291% |
| Returns for 3 years | 1.77 | 32.97 | 5% |
| Returns for 5 years | 65.69 | 56.14 | 117% |
| Returns for 10 years | 84.25 | 45.85 | 184% |
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