HCMZX
Price
$21.74
Change
+$0.36 (+1.68%)
Updated
Oct 20 closing price
Net Assets
1.9B
RWBEX
Price
$75.86
Change
+$0.79 (+1.05%)
Updated
Oct 20 closing price
Net Assets
140.77B
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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$21.74
Change+$0.36 (+1.68%)
VolumeN/A
Net Assets1.9B
American Funds Capital World Gr&Inc R2E
Price$75.86
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
HCMZX vs RWBEX Comparison Chart in %
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HCMZX vs. RWBEX commentary
Oct 21, 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 Hold and RWBEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. HCMZX (1.9B). RWBEX pays higher dividends than HCMZX: RWBEX (1.00) vs HCMZX (0.00). 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: 108.00 vs. RWBEX (27.00). HCMZX has a lower initial minimum investment than RWBEX: HCMZX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 10.97 vs. HCMZX (-0.05). HCMZX return over 5 years is better than : 57.35 vs. RWBEX (50.47).
HCMZXRWBEXHCMZX / RWBEX
Total Expense Ratio1.861.21154%
Annual Report Gross Expense Ratio2.361.21195%
Fund Existence11 years11 years-
Gain YTD14.84420.78571%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B141B1%
Annual Yield % from dividends0.001.00-
Returns for 1 year-0.0510.97-0%
Returns for 3 years30.2265.0146%
Returns for 5 years57.3550.47114%
Returns for 10 years125.0872.65172%
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