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HCMWX vs RWIBX
HCMWX vs RWIBX Comparison
Open Charts HCMWX vs RWIBX
HCM Dividend Sector Plus A1
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.61B
American Funds Capital World Gr&Inc R2
Price$65.97
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
HCMWX vs RWIBX Comparison Chart
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HCMWX vs. RWIBX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. HCMWX (1.61B). RWIBX pays higher dividends than HCMWX: RWIBX (0.91) 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 : 2.63 vs. HCMWX (-11.48). HCMWX return over 5 years is better than : 58.88 vs. RWIBX (50.49).
| 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 | -6.411 | 5.593 | -115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | -11.48 | 2.63 | -436% |
| Returns for 3 years | -2.89 | 27.80 | -10% |
| Returns for 5 years | 58.88 | 50.49 | 117% |
| Returns for 10 years | 75.46 | 40.26 | 187% |
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