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HIBCX vs RWMFX
HIBCX vs RWMFX Comparison
Open Charts HIBCX vs RWMFX
Hartford Capital Appreciation HLS IB
Price$50.65
Change+$0.24 (+0.48%)
VolumeN/A
Net Assets3.7B
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
HIBCX vs RWMFX Comparison Chart in %
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HIBCX vs. RWMFX commentary
Oct 20, 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 HIBCX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. HIBCX (3.7B). RWMFX pays higher dividends than HIBCX: RWMFX (1.42) vs HIBCX (0.49). HIBCX was incepted earlier than RWMFX: HIBCX (28 years) vs RWMFX (23 years). HIBCX (0.92) is less costly to investors than RWMFX (0.31). HIBCX is a more actively managed with annual turnover of: 72.00 vs. RWMFX (29.00). HIBCX has a lower initial minimum investment than RWMFX: HIBCX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 4.12 vs. HIBCX (-4.45). RWMFX return over 5 years is better than : 50.29 vs. HIBCX (9.11).
| HIBCX | RWMFX | HIBCX / RWMFX | |
| Total Expense Ratio | 0.92 | 0.31 | 297% |
| Annual Report Gross Expense Ratio | 0.92 | 0.31 | 297% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -2.076 | 9.760 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 207B | 2% |
| Annual Yield % from dividends | 0.49 | 1.42 | 35% |
| Returns for 1 year | -4.45 | 4.12 | -108% |
| Returns for 3 years | 42.33 | 41.84 | 101% |
| Returns for 5 years | 9.11 | 50.29 | 18% |
| Returns for 10 years | 23.01 | 79.57 | 29% |
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