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HCMWX vs RWIFX
HCMWX vs RWIFX Comparison
Open Charts HCMWX vs RWIFX
HCM Dividend Sector Plus A1
Price$21.63
Change-$1.18 (-5.17%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
HCMWX vs RWIFX Comparison Chart
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HCMWX vs. RWIFX commentary
Dec 19, 2024
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: 121B vs. HCMWX (1.78B). 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). HCMWX annual gain was more profitable for investors over the last year : 24.51 vs. RWIFX (12.33). HCMWX return over 5 years is better than : 85.37 vs. RWIFX (33.65).
| 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 | 29.602 | 10.727 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 121B | 1% |
| Annual Yield % from dividends | 0.00 | 1.94 | - |
| Returns for 1 year | 24.51 | 12.33 | 199% |
| Returns for 3 years | 8.57 | 10.56 | 81% |
| Returns for 5 years | 85.37 | 33.65 | 254% |
| Returns for 10 years | N/A | 49.13 | - |