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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
HCM Dividend Sector Plus R
Price$19.14
Change+$0.19 (+1.00%)
VolumeN/A
Net Assets1.7B
American Funds Capital World Gr&Inc R5
Price$66.36
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
HCMZX vs RWIFX Comparison Chart
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HCMZX vs. RWIFX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HCMZX (1.7B). RWIFX pays higher dividends than HCMZX: RWIFX (1.94) vs HCMZX (0.34). HCMZX was incepted earlier than RWIFX: HCMZX (10 years) vs RWIFX (23 years). HCMZX is a more actively managed with annual turnover of: 178.00 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 : 11.89 vs. HCMZX (7.49). HCMZX return over 5 years is better than : 54.16 vs. RWIFX (37.26).
| HCMZX | RWIFX | HCMZX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.106 | 4.405 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 128B | 1% |
| Annual Yield % from dividends | 0.34 | 1.94 | 18% |
| Returns for 1 year | 7.49 | 11.89 | 63% |
| Returns for 3 years | -4.31 | 14.01 | -31% |
| Returns for 5 years | 54.16 | 37.26 | 145% |
| Returns for 10 years | N/A | 51.50 | - |