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HCMWX vs RWIFX
HCMWX vs RWIFX Comparison
Open Charts HCMWX vs RWIFX
HCM Dividend Sector Plus A1
Price$19.51
Change+$0.15 (+0.77%)
VolumeN/A
Net Assets1.72B
American Funds Capital World Gr&Inc R5
Price$71.16
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
HCMWX vs RWIFX Comparison Chart in %
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HCMWX vs. RWIFX commentary
Jul 04, 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 StrongBuy and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. HCMWX (1.72B). RWIFX pays higher dividends than HCMWX: RWIFX (1.72) 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 : 9.95 vs. HCMWX (-8.59). HCMWX return over 5 years is better than : 58.30 vs. RWIFX (53.64).
| 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 | 1.734 | 13.022 | 13% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 135B | 1% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | -8.59 | 9.95 | -86% |
| Returns for 3 years | 10.82 | 50.43 | 21% |
| Returns for 5 years | 58.30 | 53.64 | 109% |
| Returns for 10 years | 97.83 | 62.02 | 158% |
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