HCMZX
Price
$22.51
Change
-$0.15 (-0.66%)
Updated
Jan 14 closing price
Net Assets
2B
RWBEX
Price
$73.78
Change
-$0.18 (-0.24%)
Updated
Jan 14 closing price
Net Assets
142.37B
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HCMZX vs RWBEX

Header iconHCMZX vs RWBEX Comparison
Open Charts HCMZX vs RWBEXBanner chart's image
HCM Sector Plus R
Price$22.51
Change-$0.15 (-0.66%)
VolumeN/A
Net Assets2B
American Funds Capital World Gr&Inc R2E
Price$73.78
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
HCMZX vs RWBEX Comparison Chart in %
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HCMZX vs. RWBEX commentary
Jan 16, 2026

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 Hold and RWBEX is a Hold.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. HCMZX (2B). RWBEX pays higher dividends than HCMZX: RWBEX (1.11) vs HCMZX (0.38). HCMZX was incepted earlier than RWBEX: HCMZX (11 years) vs RWBEX (11 years). HCMZX (2.36) is less costly to investors than RWBEX (1.21). HCMZX is a more actively managed with annual turnover of: 226.00 vs. RWBEX (27.00). HCMZX has a lower initial minimum investment than RWBEX: HCMZX (0) vs RWBEX (250). HCMZX annual gain was more profitable for investors over the last year : 20.37 vs. RWBEX (18.33). HCMZX return over 5 years is better than : 41.58 vs. RWBEX (28.96).
HCMZXRWBEXHCMZX / RWBEX
Total Expense Ratio1.861.21154%
Annual Report Gross Expense Ratio2.361.21195%
Fund Existence11 years11 years-
Gain YTD2.2723.69661%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2B142B1%
Annual Yield % from dividends0.381.1134%
Returns for 1 year20.3718.33111%
Returns for 3 years41.1441.5199%
Returns for 5 years41.5828.96144%
Returns for 10 years175.9095.50184%
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