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HCMWX vs RWIEX
HCMWX vs RWIEX Comparison
Open Charts HCMWX vs RWIEX
HCM Dividend Sector Plus A1
Price$16.94
Change+$0.19 (+1.13%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc R4
Price$62.93
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
HCMWX vs RWIEX Comparison Chart
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HCMWX vs. RWIEX commentary
Apr 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 119B vs. HCMWX (1.51B). RWIEX pays higher dividends than HCMWX: RWIEX (1.63) 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 : 1.44 vs. HCMWX (-10.90). HCMWX return over 5 years is better than : 56.69 vs. RWIEX (51.08).
| 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 | -11.981 | -0.366 | 3,270% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 119B | 1% |
| Annual Yield % from dividends | 0.00 | 1.63 | - |
| Returns for 1 year | -10.90 | 1.44 | -760% |
| Returns for 3 years | -13.26 | 18.55 | -71% |
| Returns for 5 years | 56.69 | 51.08 | 111% |
| Returns for 10 years | 65.64 | 35.88 | 183% |
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