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HCMWX vs RWIFX
HCMWX vs RWIFX Comparison
Open Charts HCMWX vs RWIFX
HCM Dividend Sector Plus A1
Price$19.09
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.71B
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
HCMWX vs RWIFX Comparison Chart
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HCMWX vs. RWIFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. HCMWX (1.71B). 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 : 11.29 vs. HCMWX (9.59). HCMWX return over 5 years is better than : 46.73 vs. RWIFX (28.93).
| 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 | 0.315 | 2.077 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 127B | 1% |
| Annual Yield % from dividends | 0.00 | 1.94 | - |
| Returns for 1 year | 9.59 | 11.29 | 85% |
| Returns for 3 years | -9.10 | 9.29 | -98% |
| Returns for 5 years | 46.73 | 28.93 | 162% |
| Returns for 10 years | N/A | 49.38 | - |