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HCMWX vs RWIEX
HCMWX vs RWIEX Comparison
Open Charts HCMWX vs RWIEX
HCM Dividend Sector Plus A1
Price$19.74
Change+$0.23 (+1.18%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
HCMWX vs RWIEX Comparison Chart in %
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HCMWX vs. RWIEX commentary
Jul 06, 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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. HCMWX (1.76B). RWIEX pays higher dividends than HCMWX: RWIEX (1.46) vs HCMWX (0.00). HCMWX was incepted earlier than RWIEX: HCMWX (10 years) vs RWIEX (23 years). HCMWX (2.20) is less costly to investors than RWIEX (0.76). HCMWX is a more actively managed with annual turnover of: 108.00 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 : 9.34 vs. HCMWX (-7.50). HCMWX return over 5 years is better than : 61.41 vs. RWIEX (52.95).
| HCMWX | RWIEX | HCMWX / RWIEX | |
| Total Expense Ratio | 2.20 | 0.76 | 289% |
| Annual Report Gross Expense Ratio | 2.20 | 0.76 | 289% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.731 | 13.565 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -7.50 | 9.34 | -80% |
| Returns for 3 years | 12.99 | 50.20 | 26% |
| Returns for 5 years | 61.41 | 52.95 | 116% |
| Returns for 10 years | 102.71 | 62.87 | 163% |
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