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HCMZX vs RWIFX
HCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFX
HCM Dividend Sector Plus R
Price$20.83
Change-$0.09 (-0.43%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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HCMZX vs RWIFX Comparison Chart
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HCMZX vs. RWIFX commentary
Sep 21, 2024
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 (1.62B). RWIFX pays higher dividends than HCMZX: RWIFX (1.94) vs HCMZX (0.34). HCMZX was incepted earlier than RWIFX: HCMZX (10 years) vs RWIFX (22 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 : 20.37 vs. HCMZX (15.40). HCMZX return over 5 years is better than : 84.74 vs. RWIFX (44.74).
| HCMZX | RWIFX | HCMZX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 16.467 | 12.691 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 128B | 1% |
| Annual Yield % from dividends | 0.34 | 1.94 | 18% |
| Returns for 1 year | 15.40 | 20.37 | 76% |
| Returns for 3 years | 3.12 | 6.65 | 47% |
| Returns for 5 years | 84.74 | 44.74 | 189% |
| Returns for 10 years | N/A | 49.84 | - |