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HCMWX vs RWIBX
HCMWX vs RWIBX Comparison
Open Charts HCMWX vs RWIBX
HCM Dividend Sector Plus A1
Price$16.96
Change-$0.45 (-2.58%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
HCMWX vs RWIBX Comparison Chart
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HCMWX vs. RWIBX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. HCMWX (1.56B). 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 : -0.58 vs. HCMWX (-10.99). HCMWX return over 5 years is better than : 70.19 vs. RWIBX (64.01).
| 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 | -8.513 | 0.679 | -1,253% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -10.99 | -0.58 | 1,891% |
| Returns for 3 years | -14.41 | 9.55 | -151% |
| Returns for 5 years | 70.19 | 64.01 | 110% |
| Returns for 10 years | 75.50 | 37.24 | 203% |