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HCMZX vs RWIEX
HCMZX vs RWIEX Comparison
Open Charts HCMZX vs RWIEX
HCM Dividend Sector Plus R
Price$22.71
Change-$0.20 (-0.87%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$65.25
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
HCMZX vs RWIEX Comparison Chart
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HCMZX vs. RWIEX commentary
Dec 19, 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 Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 130B vs. HCMZX (1.79B). 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 : 24.79 vs. RWIEX (12.05). HCMZX return over 5 years is better than : 87.36 vs. RWIEX (32.50).
| 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 | 29.846 | 10.464 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 130B | 1% |
| Annual Yield % from dividends | 0.34 | 1.68 | 20% |
| Returns for 1 year | 24.79 | 12.05 | 206% |
| Returns for 3 years | 9.03 | 9.96 | 91% |
| Returns for 5 years | 87.36 | 32.50 | 269% |
| Returns for 10 years | N/A | 47.77 | - |
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