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HCMWX vs RWIFX
HCMWX vs RWIFX Comparison
Open Charts HCMWX vs RWIFX
HCM Dividend Sector Plus A1
Price$18.97
Change-$0.54 (-2.77%)
VolumeN/A
Net Assets1.75B
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
HCMWX vs RWIFX Comparison Chart
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HCMWX vs. RWIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HCMWX (1.75B). RWIFX pays higher dividends than HCMWX: RWIFX (1.94) vs HCMWX (0.00). HCMWX was incepted earlier than RWIFX: HCMWX (10 years) vs RWIFX (23 years). HCMWX is a more actively managed with annual turnover of: 178.00 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 : 7.41 vs. HCMWX (2.96). HCMWX return over 5 years is better than : 48.25 vs. RWIFX (33.89).
| HCMWX | RWIFX | HCMWX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.522 | 4.358 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.94 | - |
| Returns for 1 year | 2.96 | 7.41 | 40% |
| Returns for 3 years | 0.88 | 17.26 | 5% |
| Returns for 5 years | 48.25 | 33.89 | 142% |
| Returns for 10 years | N/A | 46.04 | - |