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HCMZX vs RWBEX
HCMZX vs RWBEX Comparison
Open Charts HCMZX vs RWBEX
HCM Dividend Sector Plus R
Price$16.42
Change-$0.42 (-2.49%)
VolumeN/A
Net Assets1.52B
American Funds Capital World Gr&Inc R2E
Price$59.48
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
HCMZX vs RWBEX Comparison Chart
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HCMZX vs. RWBEX commentary
Apr 11, 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 Hold and RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. HCMZX (1.52B). RWBEX pays higher dividends than HCMZX: RWBEX (1.19) 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 : -4.49 vs. HCMZX (-11.69). HCMZX return over 5 years is better than : 60.85 vs. RWBEX (44.65).
| HCMZX | RWBEX | HCMZX / RWBEX | |
| Total Expense Ratio | 1.86 | 1.21 | 154% |
| Annual Report Gross Expense Ratio | 2.36 | 1.21 | 195% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -11.041 | -4.260 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 117B | 1% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | -11.69 | -4.49 | 260% |
| Returns for 3 years | -14.36 | 8.78 | -163% |
| Returns for 5 years | 60.85 | 44.65 | 136% |
| Returns for 10 years | 71.67 | 30.25 | 237% |
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