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HCMZX vs RWIEX
HCMZX vs RWIEX Comparison
Open Charts HCMZX vs RWIEX
HCM Dividend Sector Plus R
Price$16.42
Change-$0.42 (-2.49%)
VolumeN/A
Net Assets1.52B
American Funds Capital World Gr&Inc R4
Price$59.56
Change-$0.99 (-1.64%)
VolumeN/A
Net Assets116.98B
HCMZX vs RWIEX Comparison Chart
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HCMZX vs. RWIEX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. HCMZX (1.52B). RWIEX pays higher dividends than HCMZX: RWIEX (1.63) 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 : -4.04 vs. HCMZX (-11.69). HCMZX return over 5 years is better than : 60.85 vs. RWIEX (46.83).
| 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 | -11.041 | -4.134 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 117B | 1% |
| Annual Yield % from dividends | 0.00 | 1.63 | - |
| Returns for 1 year | -11.69 | -4.04 | 289% |
| Returns for 3 years | -14.36 | 9.90 | -145% |
| Returns for 5 years | 60.85 | 46.83 | 130% |
| Returns for 10 years | 71.67 | 32.51 | 220% |
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