HCMZX
Price
$21.14
Change
-$0.18 (-0.84%)
Updated
Sep 25 closing price
Net Assets
1.89B
RWIFX
Price
$74.43
Change
-$0.51 (-0.68%)
Updated
Sep 25 closing price
Net Assets
139.59B
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HCMZX vs RWIFX

Header iconHCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFXBanner chart's image
HCM Sector Plus R
Price$21.14
Change-$0.18 (-0.84%)
VolumeN/A
Net Assets1.89B
American Funds Capital World Gr&Inc R5
Price$74.43
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets139.59B
HCMZX vs RWIFX Comparison Chart in %
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HCMZX vs. RWIFX commentary
Sep 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 Hold and RWIFX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. HCMZX (1.89B). RWIFX pays higher dividends than HCMZX: RWIFX (1.69) vs HCMZX (0.00). HCMZX was incepted earlier than RWIFX: HCMZX (11 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 : 10.70 vs. HCMZX (1.91). HCMZX return over 5 years is better than : 63.76 vs. RWIFX (56.27).
HCMZXRWIFXHCMZX / RWIFX
Total Expense Ratio1.860.46404%
Annual Report Gross Expense Ratio2.360.46513%
Fund Existence11 years23 years-
Gain YTD12.62518.60968%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.89B140B1%
Annual Yield % from dividends0.001.69-
Returns for 1 year1.9110.7018%
Returns for 3 years30.3570.2143%
Returns for 5 years63.7656.27113%
Returns for 10 years144.0691.68157%
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