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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
HCM Dividend Sector Plus R
Price$22.71
Change-$0.20 (-0.87%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$65.46
Change-$4.74 (-6.75%)
VolumeN/A
CapitalizationN/A
HCMZX vs RWIFX Comparison Chart
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HCMZX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. HCMZX (1.79B). 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). HCMZX annual gain was more profitable for investors over the last year : 24.79 vs. RWIFX (12.33). HCMZX return over 5 years is better than : 87.36 vs. RWIFX (33.65).
| 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 | 29.846 | 10.727 | 278% |
| 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 | 1.94 | 18% |
| Returns for 1 year | 24.79 | 12.33 | 201% |
| Returns for 3 years | 9.03 | 10.56 | 86% |
| Returns for 5 years | 87.36 | 33.65 | 260% |
| Returns for 10 years | N/A | 49.13 | - |