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HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Sector Plus Investor
Price$20.85
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets1.98B
American Funds Capital World Gr&Inc R2
Price$76.01
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets142.32B
HCMPX vs RWIBX Comparison Chart in %
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HCMPX vs. RWIBX commentary
Dec 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 HCMPX is a Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HCMPX (1.98B). RWIBX pays higher dividends than HCMPX: RWIBX (0.74) vs HCMPX (0.00). HCMPX was incepted earlier than RWIBX: HCMPX (11 years) vs RWIBX (24 years). HCMPX (2.80) is less costly to investors than RWIBX (1.51). HCMPX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HCMPX: RWIBX (250) vs HCMPX (2500). RWIBX annual gain was more profitable for investors over the last year : 11.72 vs. HCMPX (-3.61). RWIBX (37.21) and HCMPX (37.08) have equivalent 5 years return.
| HCMPX | RWIBX | HCMPX / RWIBX | |
| Total Expense Ratio | 2.80 | 1.51 | 185% |
| Annual Report Gross Expense Ratio | 2.80 | 1.51 | 185% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 17.003 | 21.191 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 142B | 1% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -3.61 | 11.72 | -31% |
| Returns for 3 years | 21.29 | 46.32 | 46% |
| Returns for 5 years | 37.08 | 37.21 | 100% |
| Returns for 10 years | 117.31 | 74.26 | 158% |
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