Ad is loading...
HCMWX vs RWIBX
HCMWX vs RWIBX Comparison
Open Charts HCMWX vs RWIBX
HCM Dividend Sector Plus A1
Price$16.94
Change+$0.19 (+1.13%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
HCMWX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCMWX vs. RWIBX commentary
Apr 26, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. HCMWX (1.51B). RWIBX pays higher dividends than HCMWX: RWIBX (0.92) 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 : 0.61 vs. HCMWX (-10.90). HCMWX return over 5 years is better than : 56.69 vs. RWIBX (47.17).
| 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 | -11.981 | -0.617 | 1,941% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 119B | 1% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -10.90 | 0.61 | -1,781% |
| Returns for 3 years | -13.26 | 16.45 | -81% |
| Returns for 5 years | 56.69 | 47.17 | 120% |
| Returns for 10 years | 65.64 | 32.15 | 204% |
View a ticker or compare two or three
VS
VS
Ad is loading...