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HCMZX vs RWBEX
HCMZX vs RWBEX Comparison
Open Charts HCMZX vs RWBEX
HCM Dividend Sector Plus R
Price$18.21
Change-$0.32 (-1.73%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
HCMZX vs RWBEX Comparison Chart
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HCMZX vs. RWBEX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. HCMZX (1.64B). RWBEX pays higher dividends than HCMZX: RWBEX (1.11) 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 : 5.84 vs. HCMZX (-11.73). HCMZX return over 5 years is better than : 58.00 vs. RWBEX (49.52).
| 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 | -3.803 | 8.807 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | -11.73 | 5.84 | -201% |
| Returns for 3 years | 5.67 | 42.36 | 13% |
| Returns for 5 years | 58.00 | 49.52 | 117% |
| Returns for 10 years | 86.35 | 49.42 | 175% |
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