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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Sector Plus Investor
Price$20.85
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets1.98B
American Funds Capital World Gr&Inc R5
Price$77.41
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
HCMPX vs RWIFX Comparison Chart in %
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HCMPX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HCMPX (1.98B). RWIFX pays higher dividends than HCMPX: RWIFX (1.59) vs HCMPX (0.00). HCMPX was incepted earlier than RWIFX: HCMPX (11 years) vs RWIFX (24 years). HCMPX (2.80) is less costly to investors than RWIFX (0.46). HCMPX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMPX: RWIFX (250) vs HCMPX (2500). RWIFX annual gain was more profitable for investors over the last year : 12.97 vs. HCMPX (-3.61). RWIFX return over 5 years is better than : 42.98 vs. HCMPX (37.08).
| HCMPX | RWIFX | HCMPX / RWIFX | |
| Total Expense Ratio | 2.80 | 0.46 | 609% |
| Annual Report Gross Expense Ratio | 2.80 | 0.46 | 609% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 17.003 | 22.369 | 76% |
| 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 | 1.59 | - |
| Returns for 1 year | -3.61 | 12.97 | -28% |
| Returns for 3 years | 21.29 | 50.79 | 42% |
| Returns for 5 years | 37.08 | 42.98 | 86% |
| Returns for 10 years | 117.31 | 81.99 | 143% |
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