HCMQX
Price
$22.86
Change
-$0.16 (-0.70%)
Updated
Jan 14 closing price
Net Assets
2B
RWIFX
Price
$74.19
Change
-$0.17 (-0.23%)
Updated
Jan 14 closing price
Net Assets
142.37B
Interact to see
Advertisement

HCMQX vs RWIFX

Header iconHCMQX vs RWIFX Comparison
Open Charts HCMQX vs RWIFXBanner chart's image
HCM Sector Plus I
Price$22.86
Change-$0.16 (-0.70%)
VolumeN/A
Net Assets2B
American Funds Capital World Gr&Inc R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
HCMQX vs RWIFX Comparison Chart in %
View a ticker or compare two or three
VS
HCMQX vs. RWIFX commentary
Jan 15, 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 HCMQX is a Hold and RWIFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HCMQX (2B). RWIFX pays higher dividends than HCMQX: RWIFX (1.78) vs HCMQX (0.37). HCMQX was incepted earlier than RWIFX: HCMQX (11 years) vs RWIFX (24 years). HCMQX (1.72) is less costly to investors than RWIFX (0.46). HCMQX is a more actively managed with annual turnover of: 226.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HCMQX: RWIFX (250) vs HCMQX (50000). HCMQX annual gain was more profitable for investors over the last year : 20.31 vs. RWIFX (19.27). HCMQX return over 5 years is better than : 43.41 vs. RWIFX (33.00).
HCMQXRWIFXHCMQX / RWIFX
Total Expense Ratio1.720.46374%
Annual Report Gross Expense Ratio1.720.46374%
Fund Existence11 years24 years-
Gain YTD2.2823.74861%
Front LoadN/AN/A-
Min. Initial Investment5000025020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2B142B1%
Annual Yield % from dividends0.371.7821%
Returns for 1 year20.3119.27105%
Returns for 3 years42.1744.8594%
Returns for 5 years43.4133.00132%
Returns for 10 years180.16102.06177%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XMLV64.090.61
+0.96%
Invesco S&P MidCap Low Volatility ETF
SMIZ38.70-0.05
-0.13%
Zacks Small/Mid Cap ETF
XLC116.64-0.25
-0.21%
State Street® CommServSelSectSPDR®ETF
NVBT37.15-0.13
-0.35%
AllianzIM US Equity Buffer10 Nov ETF
TSMU50.37-1.34
-2.59%
GraniteShares 2x Long TSM Daily ETF