HCMZX
Price
$21.74
Change
+$0.36 (+1.68%)
Updated
Oct 20 closing price
Net Assets
1.9B
RWIBX
Price
$74.97
Change
+$0.78 (+1.05%)
Updated
Oct 20 closing price
Net Assets
140.77B
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HCMZX vs RWIBX

Header iconHCMZX vs RWIBX Comparison
Open Charts HCMZX vs RWIBXBanner 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 R2
Price$74.97
Change+$0.78 (+1.05%)
VolumeN/A
Net Assets140.77B
HCMZX vs RWIBX Comparison Chart in %
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HCMZX vs. RWIBX 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 RWIBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. HCMZX (1.9B). RWIBX pays higher dividends than HCMZX: RWIBX (0.76) vs HCMZX (0.00). HCMZX was incepted earlier than RWIBX: HCMZX (11 years) vs RWIBX (23 years). HCMZX (2.36) is less costly to investors than RWIBX (1.51). HCMZX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). HCMZX has a lower initial minimum investment than RWIBX: HCMZX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 10.59 vs. HCMZX (-0.05). HCMZX return over 5 years is better than : 57.35 vs. RWIBX (48.61).
HCMZXRWIBXHCMZX / RWIBX
Total Expense Ratio1.861.51123%
Annual Report Gross Expense Ratio2.361.51156%
Fund Existence11 years23 years-
Gain YTD14.84420.50072%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B141B1%
Annual Yield % from dividends0.000.76-
Returns for 1 year-0.0510.59-0%
Returns for 3 years30.2263.5648%
Returns for 5 years57.3548.61118%
Returns for 10 years125.0870.49177%
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