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HCMZX vs RWIBX
HCMZX vs RWIBX Comparison
Open Charts HCMZX vs RWIBX
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.
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).
| HCMZX | RWIBX | HCMZX / RWIBX | |
| Total Expense Ratio | 1.86 | 1.51 | 123% |
| Annual Report Gross Expense Ratio | 2.36 | 1.51 | 156% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.856 | 13.144 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -7.35 | 8.46 | -87% |
| Returns for 3 years | 13.43 | 47.26 | 28% |
| Returns for 5 years | 62.71 | 48.76 | 129% |
| Returns for 10 years | 105.55 | 58.14 | 182% |
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