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HCMQX vs RWIFX
HCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFX
HCM Dividend Sector Plus I
Price$19.18
Change-$0.55 (-2.79%)
VolumeN/A
Net Assets1.75B
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
HCMQX vs RWIFX Comparison Chart
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HCMQX vs. RWIFX commentary
Feb 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HCMQX (1.75B). 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). RWIFX annual gain was more profitable for investors over the last year : 7.41 vs. HCMQX (3.52). HCMQX return over 5 years is better than : 51.77 vs. RWIFX (33.89).
| 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 | 2.600 | 4.358 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 128B | 1% |
| Annual Yield % from dividends | 0.34 | 1.94 | 18% |
| Returns for 1 year | 3.52 | 7.41 | 47% |
| Returns for 3 years | 2.36 | 17.26 | 14% |
| Returns for 5 years | 51.77 | 33.89 | 153% |
| Returns for 10 years | N/A | 46.04 | - |