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HCMZX vs RWIEX
HCMZX vs RWIEX Comparison
Open Charts HCMZX vs RWIEX
HCM Dividend Sector Plus R
Price$21.72
Change-$0.45 (-2.03%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.02
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
HCMZX vs RWIEX Comparison Chart
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HCMZX vs. RWIEX commentary
Nov 18, 2024
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 RWIEX is a Sell.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. HCMZX (1.7B). RWIEX pays higher dividends than HCMZX: RWIEX (1.68) vs HCMZX (0.34). HCMZX was incepted earlier than RWIEX: HCMZX (10 years) vs RWIEX (22 years). HCMZX is a more actively managed with annual turnover of: 178.00 vs. RWIEX (27.00). HCMZX has a lower initial minimum investment than RWIEX: HCMZX (0) vs RWIEX (250). HCMZX annual gain was more profitable for investors over the last year : 28.34 vs. RWIEX (19.09). HCMZX return over 5 years is better than : 86.31 vs. RWIEX (38.81).
| HCMZX | RWIEX | HCMZX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 24.185 | 13.087 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 125B | 1% |
| Annual Yield % from dividends | 0.34 | 1.68 | 20% |
| Returns for 1 year | 28.34 | 19.09 | 148% |
| Returns for 3 years | 1.28 | 3.22 | 40% |
| Returns for 5 years | 86.31 | 38.81 | 222% |
| Returns for 10 years | N/A | 49.45 | - |