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HCMPX vs RWIBX
HCMPX vs RWIBX Comparison
Open Charts HCMPX vs RWIBX
HCM Sector Plus Investor
Price$21.06
Change+$0.72 (+3.54%)
VolumeN/A
Net Assets2.01B
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
HCMPX vs RWIBX Comparison Chart in %
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HCMPX vs. RWIBX commentary
Feb 04, 2026
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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HCMPX (2.01B). RWIBX pays higher dividends than HCMPX: RWIBX (0.82) vs HCMPX (0.00). HCMPX was incepted earlier than RWIBX: HCMPX (11 years) vs RWIBX (24 years). HCMPX (2.72) is less costly to investors than RWIBX (1.51). HCMPX is a more actively managed with annual turnover of: 226.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HCMPX: RWIBX (250) vs HCMPX (2500). HCMPX annual gain was more profitable for investors over the last year : 19.32 vs. RWIBX (15.23). HCMPX return over 5 years is better than : 29.12 vs. RWIBX (26.57).
| HCMPX | RWIBX | HCMPX / RWIBX | |
| Total Expense Ratio | 2.72 | 1.51 | 180% |
| Annual Report Gross Expense Ratio | 2.72 | 1.51 | 180% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.382 | 4.855 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 142B | 1% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 19.32 | 15.23 | 127% |
| Returns for 3 years | 31.71 | 39.74 | 80% |
| Returns for 5 years | 29.12 | 26.57 | 110% |
| Returns for 10 years | 137.16 | 93.35 | 147% |
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