HCMZX
Price
$19.66
Change
+$0.24 (+1.24%)
Updated
Jul 3 closing price
Net Assets
1.76B
RWBEX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HCMZX vs RWBEX

Header iconHCMZX vs RWBEX Comparison
Open Charts HCMZX vs RWBEXBanner chart's image
HCM Dividend Sector Plus R
Price$19.66
Change+$0.24 (+1.24%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HCMZX vs RWBEX Comparison Chart in %
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HCMZX vs. RWBEX commentary
Jul 07, 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 HCMZX is a StrongBuy and RWBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. HCMZX (1.76B). RWBEX pays higher dividends than HCMZX: RWBEX (1.06) vs HCMZX (0.00). HCMZX was incepted earlier than RWBEX: HCMZX (10 years) vs RWBEX (11 years). HCMZX (2.36) is less costly to investors than RWBEX (1.21). HCMZX is a more actively managed with annual turnover of: 108.00 vs. RWBEX (27.00). HCMZX has a lower initial minimum investment than RWBEX: HCMZX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. HCMZX (-7.35). HCMZX return over 5 years is better than : 62.71 vs. RWBEX (50.51).
HCMZXRWBEXHCMZX / RWBEX
Total Expense Ratio1.861.21154%
Annual Report Gross Expense Ratio2.361.21195%
Fund Existence10 years11 years-
Gain YTD3.85613.30729%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B136B1%
Annual Yield % from dividends0.001.06-
Returns for 1 year-7.358.84-83%
Returns for 3 years13.4348.4928%
Returns for 5 years62.7150.51124%
Returns for 10 years105.5559.94176%
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