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HCMPX vs RWIFX
HCMPX vs RWIFX Comparison
Open Charts HCMPX vs RWIFX
HCM Sector Plus Investor
Price$19.99
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets1.88B
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HCMPX vs RWIFX Comparison Chart in %
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HCMPX vs. RWIFX commentary
Oct 19, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. HCMPX (1.88B). RWIFX pays higher dividends than HCMPX: RWIFX (1.64) vs HCMPX (0.00). HCMPX was incepted earlier than RWIFX: HCMPX (11 years) vs RWIFX (23 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 : 11.13 vs. HCMPX (-2.68). RWIFX return over 5 years is better than : 52.48 vs. HCMPX (43.81).
| 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 | 23 years | - |
| Gain YTD | 12.177 | 20.250 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 141B | 1% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | -2.68 | 11.13 | -24% |
| Returns for 3 years | 23.78 | 68.41 | 35% |
| Returns for 5 years | 43.81 | 52.48 | 83% |
| Returns for 10 years | 106.48 | 79.35 | 134% |
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