HCMQX
Price
$21.75
Change
+$0.19 (+0.88%)
Updated
Oct 17 closing price
Net Assets
1.9B
RWIFX
Price
$75.46
Change
-$0.09 (-0.12%)
Updated
Oct 17 closing price
Net Assets
140.77B
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HCMQX vs RWIFX

Header iconHCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFXBanner chart's image
HCM Sector Plus I
Price$21.75
Change+$0.19 (+0.88%)
VolumeN/A
Net Assets1.9B
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
HCMQX vs RWIFX Comparison Chart in %
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HCMQX 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 HCMQX is a Hold and RWIFX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. HCMQX (1.9B). RWIFX pays higher dividends than HCMQX: RWIFX (1.64) vs HCMQX (0.00). HCMQX was incepted earlier than RWIFX: HCMQX (11 years) vs RWIFX (23 years). HCMQX (1.80) is less costly to investors than RWIFX (0.46). HCMQX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMQX: RWIFX (250) vs HCMQX (50000). RWIFX annual gain was more profitable for investors over the last year : 11.13 vs. HCMQX (-0.73). HCMQX (53.76) and RWIFX (52.48) have equivalent 5 years return.
HCMQXRWIFXHCMQX / RWIFX
Total Expense Ratio1.800.46391%
Annual Report Gross Expense Ratio1.800.46391%
Fund Existence11 years23 years-
Gain YTD13.10520.25065%
Front LoadN/AN/A-
Min. Initial Investment5000025020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B141B1%
Annual Yield % from dividends0.001.64-
Returns for 1 year-0.7311.13-7%
Returns for 3 years29.6568.4143%
Returns for 5 years53.7652.48102%
Returns for 10 years129.6579.35163%
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