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HCMZX vs RWIBX
HCMZX vs RWIBX Comparison
Open Charts HCMZX vs RWIBX
HCM Dividend Sector Plus R
Price$18.09
Change-$0.40 (-2.16%)
VolumeN/A
Net Assets1.67B
American Funds Capital World Gr&Inc R2
Price$64.37
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets127.38B
HCMZX vs RWIBX Comparison Chart
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HCMZX vs. RWIBX commentary
Mar 04, 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. HCMZX (1.67B). RWIBX pays higher dividends than HCMZX: RWIBX (1.05) vs HCMZX (0.34). HCMZX was incepted earlier than RWIBX: HCMZX (10 years) vs RWIBX (23 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). RWIBX annual gain was more profitable for investors over the last year : 5.59 vs. HCMZX (-1.96). HCMZX return over 5 years is better than : 62.11 vs. RWIBX (41.90).
| HCMZX | RWIBX | HCMZX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.324 | 3.437 | -68% |
| 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 | 1.05 | 33% |
| Returns for 1 year | -1.96 | 5.59 | -35% |
| Returns for 3 years | -3.67 | 17.10 | -21% |
| Returns for 5 years | 62.11 | 41.90 | 148% |
| Returns for 10 years | N/A | 40.49 | - |
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