Ad is loading...
HCMWX vs RWIEX
HCMWX vs RWIEX Comparison
Open Charts HCMWX vs RWIEX
HCM Dividend Sector Plus A1
Price$18.97
Change-$0.54 (-2.77%)
VolumeN/A
Net Assets1.75B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
HCMWX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCMWX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. HCMWX (1.75B). RWIEX pays higher dividends than HCMWX: RWIEX (1.68) vs HCMWX (0.00). HCMWX was incepted earlier than RWIEX: HCMWX (10 years) vs RWIEX (23 years). HCMWX is a more actively managed with annual turnover of: 178.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HCMWX: RWIEX (250) vs HCMWX (2500). RWIEX annual gain was more profitable for investors over the last year : 7.09 vs. HCMWX (2.96). HCMWX return over 5 years is better than : 48.25 vs. RWIEX (32.66).
| HCMWX | RWIEX | HCMWX / RWIEX | |
| 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 | 4.325 | 58% |
| 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 | 1.68 | - |
| Returns for 1 year | 2.96 | 7.09 | 42% |
| Returns for 3 years | 0.88 | 16.55 | 5% |
| Returns for 5 years | 48.25 | 32.66 | 148% |
| Returns for 10 years | N/A | 44.62 | - |