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HCMZX vs RWICX
HCMZX vs RWICX Comparison
Open Charts HCMZX vs RWICX
HCM Dividend Sector Plus R
Price$19.66
Change+$0.24 (+1.24%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R3
Price$70.98
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HCMZX vs RWICX Comparison Chart in %
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HCMZX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. HCMZX (1.76B). RWICX pays higher dividends than HCMZX: RWICX (1.21) vs HCMZX (0.00). HCMZX was incepted earlier than RWICX: HCMZX (10 years) vs RWICX (23 years). HCMZX (2.36) is less costly to investors than RWICX (1.06). HCMZX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). HCMZX has a lower initial minimum investment than RWICX: HCMZX (0) vs RWICX (250). RWICX annual gain was more profitable for investors over the last year : 8.98 vs. HCMZX (-7.35). HCMZX return over 5 years is better than : 62.71 vs. RWICX (51.25).
| HCMZX | RWICX | HCMZX / RWICX | |
| Total Expense Ratio | 1.86 | 1.06 | 175% |
| Annual Report Gross Expense Ratio | 2.36 | 1.06 | 223% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.856 | 13.400 | 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 | 1.21 | - |
| Returns for 1 year | -7.35 | 8.98 | -82% |
| Returns for 3 years | 13.43 | 49.02 | 27% |
| Returns for 5 years | 62.71 | 51.25 | 122% |
| Returns for 10 years | 105.55 | 60.97 | 173% |
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