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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
HCM Dividend Sector Plus R
Price$18.09
Change-$0.40 (-2.16%)
VolumeN/A
Net Assets1.67B
American Funds Capital World Gr&Inc R5
Price$65.53
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets127.38B
HCMZX vs RWIFX Comparison Chart
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HCMZX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. HCMZX (1.67B). RWIFX pays higher dividends than HCMZX: RWIFX (1.94) vs HCMZX (0.34). HCMZX was incepted earlier than RWIFX: HCMZX (10 years) vs RWIFX (23 years). HCMZX is a more actively managed with annual turnover of: 178.00 vs. RWIFX (27.00). HCMZX has a lower initial minimum investment than RWIFX: HCMZX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 6.79 vs. HCMZX (-1.96). HCMZX return over 5 years is better than : 62.11 vs. RWIFX (46.61).
| HCMZX | RWIFX | HCMZX / RWIFX | |
| 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 | 3.619 | -64% |
| 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 | 1.94 | 18% |
| Returns for 1 year | -1.96 | 6.79 | -29% |
| Returns for 3 years | -3.67 | 19.70 | -19% |
| Returns for 5 years | 62.11 | 46.61 | 133% |
| Returns for 10 years | N/A | 45.64 | - |
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