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HCMWX vs RWICX
HCMWX vs RWICX Comparison
Open Charts HCMWX vs RWICX
HCM Dividend Sector Plus A1
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.61B
American Funds Capital World Gr&Inc R3
Price$66.50
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
HCMWX vs RWICX Comparison Chart
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HCMWX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 128B vs. HCMWX (1.61B). RWICX pays higher dividends than HCMWX: RWICX (1.34) vs HCMWX (0.00). HCMWX was incepted earlier than RWICX: HCMWX (10 years) vs RWICX (23 years). HCMWX (2.20) is less costly to investors than RWICX (1.06). HCMWX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HCMWX: RWICX (250) vs HCMWX (2500). RWICX annual gain was more profitable for investors over the last year : 3.13 vs. HCMWX (-11.48). HCMWX return over 5 years is better than : 58.88 vs. RWICX (52.86).
| HCMWX | RWICX | HCMWX / RWICX | |
| Total Expense Ratio | 2.20 | 1.06 | 208% |
| Annual Report Gross Expense Ratio | 2.20 | 1.06 | 208% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -6.411 | 5.781 | -111% |
| 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 | 1.34 | - |
| Returns for 1 year | -11.48 | 3.13 | -367% |
| Returns for 3 years | -2.89 | 29.18 | -10% |
| Returns for 5 years | 58.88 | 52.86 | 111% |
| Returns for 10 years | 75.46 | 42.65 | 177% |