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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
HCM Dividend Sector Plus R
Price$18.21
Change-$0.32 (-1.73%)
VolumeN/A
Net Assets1.67B
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
HCMZX vs RWIFX Comparison Chart
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HCMZX vs. RWIFX commentary
Jun 15, 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: 131B vs. HCMZX (1.67B). RWIFX pays higher dividends than HCMZX: RWIFX (1.80) 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 : 6.65 vs. HCMZX (-10.18). HCMZX return over 5 years is better than : 60.78 vs. RWIFX (53.30).
| 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 | -2.113 | 9.163 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.80 | - |
| Returns for 1 year | -10.18 | 6.65 | -153% |
| Returns for 3 years | 7.53 | 45.12 | 17% |
| Returns for 5 years | 60.78 | 53.30 | 114% |
| Returns for 10 years | 89.62 | 53.59 | 167% |
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