HCMZX
Price
$19.66
Change
+$0.24 (+1.24%)
Updated
Jul 3 closing price
Net Assets
1.76B
RWIBX
Price
$70.45
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HCMZX vs RWIBX

Header iconHCMZX vs RWIBX Comparison
Open Charts HCMZX vs RWIBXBanner chart's image
HCM Dividend Sector Plus R
Price$19.66
Change+$0.24 (+1.24%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HCMZX vs RWIBX Comparison Chart in %
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HCMZX vs. RWIBX commentary
Jul 07, 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 StrongBuy and RWIBX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HCMZX (1.76B). RWIBX pays higher dividends than HCMZX: RWIBX (0.82) vs HCMZX (0.00). HCMZX was incepted earlier than RWIBX: HCMZX (10 years) vs RWIBX (23 years). HCMZX (2.36) is less costly to investors than RWIBX (1.51). HCMZX is a more actively managed with annual turnover of: 108.00 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 : 8.46 vs. HCMZX (-7.35). HCMZX return over 5 years is better than : 62.71 vs. RWIBX (48.76).
HCMZXRWIBXHCMZX / RWIBX
Total Expense Ratio1.861.51123%
Annual Report Gross Expense Ratio2.361.51156%
Fund Existence10 years23 years-
Gain YTD3.85613.14429%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B136B1%
Annual Yield % from dividends0.000.82-
Returns for 1 year-7.358.46-87%
Returns for 3 years13.4347.2628%
Returns for 5 years62.7148.76129%
Returns for 10 years105.5558.14182%
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