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HCMWX vs RWIFX
HCMWX vs RWIFX Comparison
Open Charts HCMWX vs RWIFX
HCM Dividend Sector Plus A1
Price$17.07
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.54B
American Funds Capital World Gr&Inc R5
Price$64.09
Change+$0.13 (+0.20%)
VolumeN/A
Net Assets122.85B
HCMWX vs RWIFX Comparison Chart
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HCMWX vs. RWIFX commentary
May 03, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. HCMWX (1.54B). RWIFX pays higher dividends than HCMWX: RWIFX (1.91) 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 : 4.17 vs. HCMWX (-7.08). HCMWX return over 5 years is better than : 61.25 vs. RWIFX (54.09).
| 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 | -10.352 | 1.213 | -853% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.91 | - |
| Returns for 1 year | -7.08 | 4.17 | -170% |
| Returns for 3 years | -8.67 | 24.03 | -36% |
| Returns for 5 years | 61.25 | 54.09 | 113% |
| Returns for 10 years | 66.34 | 40.56 | 164% |