HCMZX
Price
$19.66
Change
+$0.24 (+1.24%)
Updated
Jul 3 closing price
Net Assets
1.76B
RWICX
Price
$70.98
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HCMZX vs RWICX

Header iconHCMZX vs RWICX Comparison
Open Charts HCMZX vs RWICXBanner 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 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.

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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).
HCMZXRWICXHCMZX / RWICX
Total Expense Ratio1.861.06175%
Annual Report Gross Expense Ratio2.361.06223%
Fund Existence10 years23 years-
Gain YTD3.85613.40029%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B136B1%
Annual Yield % from dividends0.001.21-
Returns for 1 year-7.358.98-82%
Returns for 3 years13.4349.0227%
Returns for 5 years62.7151.25122%
Returns for 10 years105.5560.97173%
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