HCMZX
Price
$19.66
Change
+$0.24 (+1.24%)
Updated
Jul 3 closing price
Net Assets
1.76B
RWIFX
Price
$71.61
Change
+$0.45 (+0.63%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HCMZX vs RWIFX

Header iconHCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFXBanner chart's image
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.

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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).
HCMZXRWIFXHCMZX / RWIFX
Total Expense Ratio1.860.46404%
Annual Report Gross Expense Ratio2.360.46513%
Fund Existence10 years23 years-
Gain YTD3.85613.73728%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B136B1%
Annual Yield % from dividends0.001.72-
Returns for 1 year-7.359.68-76%
Returns for 3 years13.4351.3926%
Returns for 5 years62.7154.61115%
Returns for 10 years105.5564.73163%
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