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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
HCM Dividend Sector Plus R
Price$17.60
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets1.61B
American Funds Capital World Gr&Inc R5
Price$67.13
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets128.47B
HCMZX vs RWIFX Comparison Chart
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HCMZX vs. RWIFX commentary
May 24, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HCMZX (1.61B). RWIFX pays higher dividends than HCMZX: RWIFX (1.91) 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 : 3.79 vs. HCMZX (-11.44). HCMZX return over 5 years is better than : 59.97 vs. RWIFX (56.08).
| 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 | -6.392 | 6.030 | -106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.91 | - |
| Returns for 1 year | -11.44 | 3.79 | -302% |
| Returns for 3 years | -2.58 | 31.00 | -8% |
| Returns for 5 years | 59.97 | 56.08 | 107% |
| Returns for 10 years | 77.74 | 45.78 | 170% |