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HCMWX vs RWIFX
HCMWX vs RWIFX Comparison
Open Charts HCMWX vs RWIFX
HCM Dividend Sector Plus A1
Price$18.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R5
Price$68.69
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
HCMWX vs RWIFX Comparison Chart in %
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HCMWX vs. RWIFX commentary
Jun 20, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. HCMWX (1.64B). RWIFX pays higher dividends than HCMWX: RWIFX (1.80) vs HCMWX (0.00). HCMWX was incepted earlier than RWIFX: HCMWX (10 years) vs RWIFX (23 years). HCMWX (2.20) is less costly to investors than RWIFX (0.46). HCMWX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMWX: RWIFX (250) vs HCMWX (2500). RWIFX annual gain was more profitable for investors over the last year : 6.05 vs. HCMWX (-13.44). HCMWX (52.29) and RWIFX (51.26) have equivalent 5 years return.
| HCMWX | RWIFX | HCMWX / RWIFX | |
| Total Expense Ratio | 2.20 | 0.46 | 478% |
| Annual Report Gross Expense Ratio | 2.20 | 0.46 | 478% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -3.889 | 9.099 | -43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.80 | - |
| Returns for 1 year | -13.44 | 6.05 | -222% |
| Returns for 3 years | 7.52 | 47.82 | 16% |
| Returns for 5 years | 52.29 | 51.26 | 102% |
| Returns for 10 years | 82.95 | 53.88 | 154% |
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