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HCMWX vs RWIEX
HCMWX vs RWIEX Comparison
Open Charts HCMWX vs RWIEX
HCM Dividend Sector Plus A1
Price$16.96
Change-$0.45 (-2.58%)
VolumeN/A
Net Assets1.56B
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
HCMWX vs RWIEX Comparison Chart
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HCMWX vs. RWIEX commentary
Apr 04, 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 Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. HCMWX (1.56B). 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 : 0.23 vs. HCMWX (-10.99). HCMWX (70.19) and RWIEX (68.33) 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 | -8.513 | 0.869 | -980% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.63 | - |
| Returns for 1 year | -10.99 | 0.23 | -4,807% |
| Returns for 3 years | -14.41 | 11.51 | -125% |
| Returns for 5 years | 70.19 | 68.33 | 103% |
| Returns for 10 years | 75.50 | 41.09 | 184% |
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