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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HCMZX vs RWIFX Comparison Chart in %
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HCMZX vs. RWIFX commentary
Jul 27, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. HCMZX (1.79B). RWIFX pays higher dividends than HCMZX: RWIFX (1.72) vs HCMZX (0.00). HCMZX was incepted earlier than RWIFX: HCMZX (10 years) vs RWIFX (23 years). HCMZX (2.36) is less costly to investors than RWIFX (0.46). HCMZX is a more actively managed with annual turnover of: 108.00 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 : 14.13 vs. HCMZX (-0.94). HCMZX return over 5 years is better than : 60.86 vs. RWIFX (52.85).
| HCMZX | RWIFX | HCMZX / RWIFX | |
| Total Expense Ratio | 1.86 | 0.46 | 404% |
| Annual Report Gross Expense Ratio | 2.36 | 0.46 | 513% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 6.233 | 15.198 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 137B | 1% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | -0.94 | 14.13 | -7% |
| Returns for 3 years | 15.76 | 52.17 | 30% |
| Returns for 5 years | 60.86 | 52.85 | 115% |
| Returns for 10 years | 113.19 | 64.97 | 174% |
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