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HCMZX vs RWIBX
HCMZX vs RWIBX Comparison
Open Charts HCMZX vs RWIBX
HCM Dividend Sector Plus R
Price$22.71
Change-$0.20 (-0.87%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$64.43
Change-$4.56 (-6.61%)
VolumeN/A
CapitalizationN/A
HCMZX vs RWIBX Comparison Chart
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HCMZX vs. RWIBX commentary
Dec 19, 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 Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 130B vs. HCMZX (1.79B). 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). HCMZX annual gain was more profitable for investors over the last year : 24.79 vs. RWIBX (11.34). HCMZX return over 5 years is better than : 87.36 vs. RWIBX (29.64).
| 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 | 29.846 | 9.781 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 130B | 1% |
| Annual Yield % from dividends | 0.34 | 1.05 | 33% |
| Returns for 1 year | 24.79 | 11.34 | 219% |
| Returns for 3 years | 9.03 | 8.41 | 107% |
| Returns for 5 years | 87.36 | 29.64 | 295% |
| Returns for 10 years | N/A | 44.22 | - |
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