Interact to see
Advertisement
Advertisement
HCMWX vs RWIBX
HCMWX vs RWIBX Comparison
Open Charts HCMWX vs RWIBX
HCM Dividend Sector Plus A1
Price$19.74
Change+$0.23 (+1.18%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HCMWX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCMWX vs. RWIBX commentary
Jul 06, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HCMWX (1.76B). RWIBX pays higher dividends than HCMWX: RWIBX (0.82) vs HCMWX (0.00). HCMWX was incepted earlier than RWIBX: HCMWX (10 years) vs RWIBX (23 years). HCMWX (2.20) is less costly to investors than RWIBX (1.51). HCMWX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HCMWX: RWIBX (250) vs HCMWX (2500). RWIBX annual gain was more profitable for investors over the last year : 8.46 vs. HCMWX (-7.50). HCMWX return over 5 years is better than : 61.41 vs. RWIBX (48.76).
| HCMWX | RWIBX | HCMWX / RWIBX | |
| Total Expense Ratio | 2.20 | 1.51 | 146% |
| Annual Report Gross Expense Ratio | 2.20 | 1.51 | 146% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.731 | 13.144 | 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 | 0.82 | - |
| Returns for 1 year | -7.50 | 8.46 | -89% |
| Returns for 3 years | 12.99 | 47.26 | 27% |
| Returns for 5 years | 61.41 | 48.76 | 126% |
| Returns for 10 years | 102.71 | 58.14 | 177% |