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HCMWX vs RWIEX
HCMWX vs RWIEX Comparison
Open Charts HCMWX vs RWIEX
HCM Dividend Sector Plus A1
Price$18.16
Change-$0.13 (-0.71%)
VolumeN/A
Net Assets1.65B
American Funds Capital World Gr&Inc R4
Price$68.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
HCMWX vs RWIEX Comparison Chart
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HCMWX vs. RWIEX commentary
Jun 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: 131B vs. HCMWX (1.65B). RWIEX pays higher dividends than HCMWX: RWIEX (1.53) 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 : 6.13 vs. HCMWX (-9.86). HCMWX (47.03) and RWIEX (45.35) have equivalent 5 years return.
| 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 | -3.889 | 8.642 | -45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -9.86 | 6.13 | -161% |
| Returns for 3 years | -2.71 | 29.48 | -9% |
| Returns for 5 years | 47.03 | 45.35 | 104% |
| Returns for 10 years | 84.55 | 52.30 | 162% |