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HCMZX vs RWIBX
HCMZX vs RWIBX Comparison
Open Charts HCMZX vs RWIBX
HCM Dividend Sector Plus R
Price$21.72
Change-$0.45 (-2.03%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
HCMZX vs RWIBX Comparison Chart
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HCMZX vs. RWIBX commentary
Nov 18, 2024
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 RWIBX is a Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. HCMZX (1.7B). RWIBX pays higher dividends than HCMZX: RWIBX (1.05) vs HCMZX (0.34). HCMZX was incepted earlier than RWIBX: HCMZX (10 years) vs RWIBX (22 years). HCMZX is a more actively managed with annual turnover of: 178.00 vs. RWIBX (27.00). HCMZX has a lower initial minimum investment than RWIBX: HCMZX (0) vs RWIBX (250). HCMZX annual gain was more profitable for investors over the last year : 28.34 vs. RWIBX (18.20). HCMZX return over 5 years is better than : 86.31 vs. RWIBX (35.89).
| HCMZX | RWIBX | HCMZX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 24.185 | 12.357 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 125B | 1% |
| Annual Yield % from dividends | 0.34 | 1.05 | 33% |
| Returns for 1 year | 28.34 | 18.20 | 156% |
| Returns for 3 years | 1.28 | 1.61 | 79% |
| Returns for 5 years | 86.31 | 35.89 | 240% |
| Returns for 10 years | N/A | 45.76 | - |