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HCMZX vs RWIBX
HCMZX vs RWIBX Comparison
Open Charts HCMZX vs RWIBX
HCM Dividend Sector Plus R
Price$17.60
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets1.61B
American Funds Capital World Gr&Inc R2
Price$65.96
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets128.36B
HCMZX vs RWIBX Comparison Chart
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HCMZX vs. RWIBX commentary
May 24, 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 Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. HCMZX (1.61B). RWIBX pays higher dividends than HCMZX: RWIBX (0.91) 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 : 2.63 vs. HCMZX (-11.44). HCMZX return over 5 years is better than : 59.97 vs. RWIBX (50.49).
| 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 | -6.392 | 5.593 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | -11.44 | 2.63 | -435% |
| Returns for 3 years | -2.58 | 27.80 | -9% |
| Returns for 5 years | 59.97 | 50.49 | 119% |
| Returns for 10 years | 77.74 | 40.26 | 193% |
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