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HCMWX vs RWBEX
HCMWX vs RWBEX Comparison
Open Charts HCMWX vs RWBEX
HCM Dividend Sector Plus A1
Price$19.61
Change-$0.15 (-0.76%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R2E
Price$71.48
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets136.29B
HCMWX vs RWBEX Comparison Chart in %
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HCMWX vs. RWBEX commentary
Jul 12, 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 StrongBuy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. HCMWX (1.76B). RWBEX pays higher dividends than HCMWX: RWBEX (1.06) 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 : 7.53 vs. HCMWX (-8.60). HCMWX return over 5 years is better than : 56.45 vs. RWBEX (47.96).
| 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 | 3.836 | 13.640 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.06 | - |
| Returns for 1 year | -8.60 | 7.53 | -114% |
| Returns for 3 years | 13.89 | 50.60 | 27% |
| Returns for 5 years | 56.45 | 47.96 | 118% |
| Returns for 10 years | 99.96 | 57.61 | 174% |
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