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HCMZX vs RWBEX
HCMZX vs RWBEX Comparison
Open Charts HCMZX vs RWBEX
HCM Dividend Sector Plus R
Price$18.49
Change+$0.39 (+2.15%)
VolumeN/A
Net Assets1.67B
American Funds Capital World Gr&Inc R2E
Price$65.47
Change+$0.57 (+0.88%)
VolumeN/A
Net Assets127.38B
HCMZX vs RWBEX Comparison Chart
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HCMZX vs. RWBEX commentary
Mar 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. HCMZX (1.67B). RWBEX pays higher dividends than HCMZX: RWBEX (1.28) vs HCMZX (0.34). HCMZX was incepted earlier than RWBEX: HCMZX (10 years) vs RWBEX (11 years). HCMZX is a more actively managed with annual turnover of: 178.00 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 : 5.95 vs. HCMZX (-4.03). HCMZX return over 5 years is better than : 58.69 vs. RWBEX (43.33).
| HCMZX | RWBEX | HCMZX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -4.385 | 3.477 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 127B | 1% |
| Annual Yield % from dividends | 0.34 | 1.28 | 27% |
| Returns for 1 year | -4.03 | 5.95 | -68% |
| Returns for 3 years | -5.71 | 17.88 | -32% |
| Returns for 5 years | 58.69 | 43.33 | 135% |
| Returns for 10 years | N/A | 41.90 | - |
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