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HCMWX vs RWIBX
HCMWX vs RWIBX Comparison
Open Charts HCMWX vs RWIBX
HCM Dividend Sector Plus A1
Price$18.97
Change-$0.54 (-2.77%)
VolumeN/A
Net Assets1.75B
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
HCMWX vs RWIBX Comparison Chart
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HCMWX vs. RWIBX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. HCMWX (1.75B). 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 annual gain was more profitable for investors over the last year : 6.22 vs. HCMWX (2.96). HCMWX return over 5 years is better than : 48.25 vs. RWIBX (29.55).
| 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 | 2.522 | 4.205 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.05 | - |
| Returns for 1 year | 2.96 | 6.22 | 48% |
| Returns for 3 years | 0.88 | 14.72 | 6% |
| Returns for 5 years | 48.25 | 29.55 | 163% |
| Returns for 10 years | N/A | 40.94 | - |