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HCMZX vs RWBEX
HCMZX vs RWBEX Comparison
Open Charts HCMZX vs RWBEX
HCMZX vs RWBEX Comparison Chart in %
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HCMZX vs. RWBEX commentary
Jul 15, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 158B vs. HCMZX (2.03B). RWBEX pays higher dividends than HCMZX: RWBEX (0.95) vs HCMZX (0.35). HCMZX was incepted earlier than RWBEX: HCMZX (11 years) vs RWBEX (12 years). HCMZX (2.36) is less costly to investors than RWBEX (1.21). HCMZX is a more actively managed with annual turnover of: 226.00 vs. RWBEX (44.00). HCMZX has a lower initial minimum investment than RWBEX: HCMZX (0) vs RWBEX (250). HCMZX annual gain was more profitable for investors over the last year : 20.77 vs. RWBEX (13.60). RWBEX return over 5 years is better than : 28.86 vs. HCMZX (21.68).
| HCMZX | RWBEX | HCMZX / RWBEX | |
| Total Expense Ratio | 1.86 | 1.21 | 154% |
| Annual Report Gross Expense Ratio | 2.36 | 1.21 | 195% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 6.770 | 12.945 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 158B | 1% |
| Annual Yield % from dividends | 0.35 | 0.95 | 38% |
| Returns for 1 year | 20.77 | 13.60 | 153% |
| Returns for 3 years | 29.25 | 42.22 | 69% |
| Returns for 5 years | 21.68 | 28.86 | 75% |
| Returns for 10 years | 118.03 | 88.74 | 133% |
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