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HCMQX vs RWIFX
HCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFX
HCM Dividend Sector Plus I
Price$19.99
Change+$0.24 (+1.22%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
HCMQX vs RWIFX Comparison Chart in %
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HCMQX vs. RWIFX commentary
Jul 07, 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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. HCMQX (1.76B). RWIFX pays higher dividends than HCMQX: RWIFX (1.72) 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 : 9.68 vs. HCMQX (-6.98). HCMQX return over 5 years is better than : 65.30 vs. RWIFX (54.61).
| 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 | 3.952 | 13.737 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | -6.98 | 9.68 | -72% |
| Returns for 3 years | 14.60 | 51.39 | 28% |
| Returns for 5 years | 65.30 | 54.61 | 120% |
| Returns for 10 years | 108.99 | 64.73 | 168% |
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