HCMZX
Price
$22.48
Change
+$0.11 (+0.49%)
Updated
Dec 23 closing price
Net Assets
1.98B
RWIEX
Price
$71.65
Change
+$0.12 (+0.17%)
Updated
Dec 24 closing price
Net Assets
142.32B
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HCMZX vs RWIEX

Header iconHCMZX vs RWIEX Comparison
Open Charts HCMZX vs RWIEXBanner chart's image
HCM Sector Plus R
Price$22.48
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets1.98B
American Funds Capital World Gr&Inc R4
Price$71.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
HCMZX vs RWIEX Comparison Chart in %
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HCMZX vs. RWIEX commentary
Dec 26, 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 Buy and RWIEX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. HCMZX (1.98B). RWIEX pays higher dividends than HCMZX: RWIEX (1.34) vs HCMZX (0.00). HCMZX was incepted earlier than RWIEX: HCMZX (11 years) vs RWIEX (24 years). HCMZX (2.36) is less costly to investors than RWIEX (0.76). HCMZX is a more actively managed with annual turnover of: 226.00 vs. RWIEX (27.00). HCMZX has a lower initial minimum investment than RWIEX: HCMZX (0) vs RWIEX (250). HCMZX annual gain was more profitable for investors over the last year : 13.77 vs. RWIEX (12.27). HCMZX return over 5 years is better than : 44.76 vs. RWIEX (31.06).
HCMZXRWIEXHCMZX / RWIEX
Total Expense Ratio1.860.76245%
Annual Report Gross Expense Ratio2.360.76311%
Fund Existence11 years24 years-
Gain YTD18.75314.307131%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.98B142B1%
Annual Yield % from dividends0.001.34-
Returns for 1 year13.7712.27112%
Returns for 3 years43.9346.0695%
Returns for 5 years44.7631.06144%
Returns for 10 years141.7074.52190%
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