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HCMZX vs RWIEX
HCMZX vs RWIEX Comparison
Open Charts HCMZX vs RWIEX
HCM Dividend Sector Plus R
Price$18.09
Change-$0.40 (-2.16%)
VolumeN/A
Net Assets1.67B
American Funds Capital World Gr&Inc R4
Price$65.28
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets127.38B
HCMZX vs RWIEX Comparison Chart
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HCMZX vs. RWIEX commentary
Mar 04, 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 Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. HCMZX (1.67B). RWIEX pays higher dividends than HCMZX: RWIEX (1.68) vs HCMZX (0.34). HCMZX was incepted earlier than RWIEX: HCMZX (10 years) vs RWIEX (23 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). RWIEX annual gain was more profitable for investors over the last year : 6.44 vs. HCMZX (-1.96). HCMZX return over 5 years is better than : 62.11 vs. RWIEX (45.26).
| HCMZX | RWIEX | HCMZX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.324 | 3.567 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 127B | 1% |
| Annual Yield % from dividends | 0.34 | 1.68 | 20% |
| Returns for 1 year | -1.96 | 6.44 | -30% |
| Returns for 3 years | -3.67 | 18.96 | -19% |
| Returns for 5 years | 62.11 | 45.26 | 137% |
| Returns for 10 years | N/A | 44.20 | - |
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