HIBCX
Price
$50.19
Change
-$0.36 (-0.71%)
Updated
Sep 25 closing price
Net Assets
3.73B
RWMFX
Price
$66.35
Change
-$0.38 (-0.57%)
Updated
Sep 25 closing price
Net Assets
207.3B
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HIBCX vs RWMFX

Header iconHIBCX vs RWMFX Comparison
Open Charts HIBCX vs RWMFXBanner chart's image
Hartford Capital Appreciation HLS IB
Price$50.19
Change-$0.36 (-0.71%)
VolumeN/A
Net Assets3.73B
American Funds Washington Mutual R5
Price$66.35
Change-$0.38 (-0.57%)
VolumeN/A
Net Assets207.3B
HIBCX vs RWMFX Comparison Chart in %
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HIBCX vs. RWMFX commentary
Sep 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. HIBCX (3.73B). RWMFX pays higher dividends than HIBCX: RWMFX (1.43) vs HIBCX (0.50). 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 : 5.42 vs. HIBCX (-2.51). RWMFX return over 5 years is better than : 56.65 vs. HIBCX (15.68).
HIBCXRWMFXHIBCX / RWMFX
Total Expense Ratio0.920.31297%
Annual Report Gross Expense Ratio0.920.31297%
Fund Existence28 years23 years-
Gain YTD-2.2699.070-25%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets3.73B207B2%
Annual Yield % from dividends0.501.4335%
Returns for 1 year-2.515.42-46%
Returns for 3 years46.0445.07102%
Returns for 5 years15.6856.6528%
Returns for 10 years32.9193.5435%
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