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HCMQX vs RWIFX
HCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFX
HCM Dividend Sector Plus I
Price$21.11
Change-$0.08 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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HCMQX vs RWIFX Comparison Chart
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HCMQX vs. RWIFX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HCMQX (1.62B). RWIFX pays higher dividends than HCMQX: RWIFX (1.94) vs HCMQX (0.34). HCMQX was incepted earlier than RWIFX: HCMQX (10 years) vs RWIFX (22 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 : 20.37 vs. HCMQX (15.75). HCMQX return over 5 years is better than : 87.17 vs. RWIFX (44.74).
| HCMQX | RWIFX | HCMQX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 16.676 | 12.691 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 128B | 1% |
| Annual Yield % from dividends | 0.34 | 1.94 | 18% |
| Returns for 1 year | 15.75 | 20.37 | 77% |
| Returns for 3 years | 4.07 | 6.65 | 61% |
| Returns for 5 years | 87.17 | 44.74 | 195% |
| Returns for 10 years | N/A | 49.84 | - |