Ad is loading...
HCMWX vs RWIBX
HCMWX vs RWIBX Comparison
Open Charts HCMWX vs RWIBX
HCM Dividend Sector Plus A1
Price$19.09
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets126.7B
HCMWX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCMWX vs. RWIBX commentary
Jan 19, 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. HCMWX (1.71B). RWIBX pays higher dividends than HCMWX: RWIBX (1.05) vs HCMWX (0.00). HCMWX was incepted earlier than RWIBX: HCMWX (10 years) vs RWIBX (23 years). HCMWX is a more actively managed with annual turnover of: 178.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HCMWX: RWIBX (250) vs HCMWX (2500). RWIBX (10.02) and HCMWX (9.59) have marching annual gain over last year. HCMWX return over 5 years is better than : 46.73 vs. RWIBX (24.76).
| HCMWX | RWIBX | HCMWX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.315 | 2.014 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 127B | 1% |
| Annual Yield % from dividends | 0.00 | 1.05 | - |
| Returns for 1 year | 9.59 | 10.02 | 96% |
| Returns for 3 years | -9.10 | 6.90 | -132% |
| Returns for 5 years | 46.73 | 24.76 | 189% |
| Returns for 10 years | N/A | 44.15 | - |