Interact to see
Advertisement
Advertisement
HCMZX vs RWBEX
HCMZX vs RWBEX Comparison
Open Charts HCMZX vs RWBEX
HCM Dividend Sector Plus R
Price$17.60
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets1.61B
American Funds Capital World Gr&Inc R2E
Price$66.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.36B
HCMZX vs RWBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCMZX vs. RWBEX commentary
May 24, 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 Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. HCMZX (1.61B). RWBEX pays higher dividends than HCMZX: RWBEX (1.18) 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 : 2.99 vs. HCMZX (-11.44). HCMZX return over 5 years is better than : 59.97 vs. RWBEX (52.17).
| 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 | -6.392 | 5.716 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -11.44 | 2.99 | -383% |
| Returns for 3 years | -2.58 | 28.76 | -9% |
| Returns for 5 years | 59.97 | 52.17 | 115% |
| Returns for 10 years | 77.74 | 41.77 | 186% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement