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HCMWX vs RWBEX
HCMWX vs RWBEX Comparison
Open Charts HCMWX vs RWBEX
HCM Dividend Sector Plus A1
Price$16.96
Change-$0.45 (-2.58%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R2E
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
HCMWX vs RWBEX Comparison Chart
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HCMWX vs. RWBEX commentary
Apr 04, 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 HCMWX is a Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 123B vs. HCMWX (1.56B). RWBEX pays higher dividends than HCMWX: RWBEX (1.19) vs HCMWX (0.00). HCMWX was incepted earlier than RWBEX: HCMWX (10 years) vs RWBEX (11 years). HCMWX (2.20) is less costly to investors than RWBEX (1.21). HCMWX is a more actively managed with annual turnover of: 108.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than HCMWX: RWBEX (250) vs HCMWX (2500). RWBEX annual gain was more profitable for investors over the last year : -0.23 vs. HCMWX (-10.99). HCMWX return over 5 years is better than : 70.19 vs. RWBEX (65.81).
| HCMWX | RWBEX | HCMWX / RWBEX | |
| Total Expense Ratio | 2.20 | 1.21 | 182% |
| Annual Report Gross Expense Ratio | 2.20 | 1.21 | 182% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -8.513 | 0.744 | -1,144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | -10.99 | -0.23 | 4,785% |
| Returns for 3 years | -14.41 | 10.36 | -139% |
| Returns for 5 years | 70.19 | 65.81 | 107% |
| Returns for 10 years | 75.50 | 38.70 | 195% |
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