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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
HCM Dividend Sector Plus R
Price$19.66
Change+$0.24 (+1.24%)
VolumeN/A
Net Assets1.76B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
HCMZX vs RWIFX Comparison Chart in %
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HCMZX vs. RWIFX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. HCMZX (1.76B). 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 : 9.68 vs. HCMZX (-7.35). HCMZX return over 5 years is better than : 62.71 vs. RWIFX (54.61).
| 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 | 3.856 | 13.737 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | -7.35 | 9.68 | -76% |
| Returns for 3 years | 13.43 | 51.39 | 26% |
| Returns for 5 years | 62.71 | 54.61 | 115% |
| Returns for 10 years | 105.55 | 64.73 | 163% |
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