Interact to see
Advertisement
Advertisement
HCMZX vs RWICX
HCMZX vs RWICX Comparison
Open Charts HCMZX vs RWICX
HCM Dividend Sector Plus R
Price$18.21
Change-$0.32 (-1.73%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R3
Price$68.15
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
HCMZX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCMZX vs. RWICX commentary
Jun 15, 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: 131B vs. HCMZX (1.64B). RWICX pays higher dividends than HCMZX: RWICX (1.26) 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 : 5.98 vs. HCMZX (-11.73). HCMZX return over 5 years is better than : 58.00 vs. RWICX (50.18).
| 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 | -3.803 | 8.879 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -11.73 | 5.98 | -196% |
| Returns for 3 years | 5.67 | 42.88 | 13% |
| Returns for 5 years | 58.00 | 50.18 | 116% |
| Returns for 10 years | 86.35 | 50.31 | 172% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement