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HCMWX vs RWIFX
HCMWX vs RWIFX Comparison
Open Charts HCMWX vs RWIFX
HCM Dividend Sector Plus A1
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.61B
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
HCMWX vs RWIFX Comparison Chart
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HCMWX vs. RWIFX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HCMWX (1.61B). 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 : 3.79 vs. HCMWX (-11.48). HCMWX (58.88) and RWIFX (56.08) 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 | -6.411 | 6.030 | -106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.91 | - |
| Returns for 1 year | -11.48 | 3.79 | -303% |
| Returns for 3 years | -2.89 | 31.00 | -9% |
| Returns for 5 years | 58.88 | 56.08 | 105% |
| Returns for 10 years | 75.46 | 45.78 | 165% |