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HCMZX vs RWIEX
HCMZX vs RWIEX Comparison
Open Charts HCMZX vs RWIEX
HCM Dividend Sector Plus R
Price$18.21
Change-$0.32 (-1.73%)
VolumeN/A
Net Assets1.64B
American Funds Capital World Gr&Inc R4
Price$68.51
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
HCMZX vs RWIEX Comparison Chart
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HCMZX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. HCMZX (1.64B). RWIEX pays higher dividends than HCMZX: RWIEX (1.53) vs HCMZX (0.00). HCMZX was incepted earlier than RWIEX: HCMZX (10 years) vs RWIEX (23 years). HCMZX (2.36) is less costly to investors than RWIEX (0.76). HCMZX is a more actively managed with annual turnover of: 108.00 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 : 6.32 vs. HCMZX (-11.73). HCMZX return over 5 years is better than : 58.00 vs. RWIEX (51.75).
| HCMZX | RWIEX | HCMZX / RWIEX | |
| Total Expense Ratio | 1.86 | 0.76 | 245% |
| Annual Report Gross Expense Ratio | 2.36 | 0.76 | 311% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -3.803 | 9.014 | -42% |
| 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 | 1.53 | - |
| Returns for 1 year | -11.73 | 6.32 | -186% |
| Returns for 3 years | 5.67 | 43.98 | 13% |
| Returns for 5 years | 58.00 | 51.75 | 112% |
| Returns for 10 years | 86.35 | 51.97 | 166% |
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