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HCMWX vs RWBEX
HCMWX vs RWBEX Comparison
Open Charts HCMWX vs RWBEX
HCM Dividend Sector Plus A1
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.61B
American Funds Capital World Gr&Inc R2E
Price$66.76
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
HCMWX vs RWBEX Comparison Chart
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HCMWX vs. RWBEX commentary
May 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 HCMWX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. HCMWX (1.61B). RWBEX pays higher dividends than HCMWX: RWBEX (1.18) 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 : 2.99 vs. HCMWX (-11.48). HCMWX return over 5 years is better than : 58.88 vs. RWBEX (52.17).
| 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 | -6.411 | 5.716 | -112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -11.48 | 2.99 | -384% |
| Returns for 3 years | -2.89 | 28.76 | -10% |
| Returns for 5 years | 58.88 | 52.17 | 113% |
| Returns for 10 years | 75.46 | 41.77 | 181% |
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