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HCMQX vs RWIFX
HCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFX
HCM Dividend Sector Plus I
Price$17.12
Change+$0.70 (+4.26%)
VolumeN/A
Net Assets1.46B
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets116.98B
HCMQX vs RWIFX Comparison Chart
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HCMQX vs. RWIFX commentary
Apr 11, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. HCMQX (1.46B). RWIFX pays higher dividends than HCMQX: RWIFX (1.93) 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 : -10.59 vs. HCMQX (-16.44). HCMQX return over 5 years is better than : 56.83 vs. RWIFX (38.79).
| 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 | -14.613 | -10.236 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 117B | 1% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | -16.44 | -10.59 | 155% |
| Returns for 3 years | -17.99 | 2.13 | -846% |
| Returns for 5 years | 56.83 | 38.79 | 147% |
| Returns for 10 years | 65.94 | 24.94 | 264% |
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