HCMZX
Price
$22.39
Change
-$0.16 (-0.71%)
Updated
Feb 4 closing price
Net Assets
1.98B
RWIEX
Price
$74.77
Change
-$1.05 (-1.38%)
Updated
Feb 3 closing price
Net Assets
142.37B
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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$22.39
Change-$0.16 (-0.71%)
VolumeN/A
Net Assets1.98B
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
HCMZX vs RWIEX Comparison Chart in %
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HCMZX vs. RWIEX commentary
Feb 05, 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 StrongBuy and RWIEX is a Buy.

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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 (1.44) vs HCMZX (0.37). 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 : 20.65 vs. RWIEX (16.23). HCMZX return over 5 years is better than : 36.22 vs. RWIEX (30.74).
HCMZXRWIEXHCMZX / RWIEX
Total Expense Ratio1.860.76245%
Annual Report Gross Expense Ratio2.360.76311%
Fund Existence11 years24 years-
Gain YTD2.4534.94050%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.98B142B1%
Annual Yield % from dividends0.371.4425%
Returns for 1 year20.6516.23127%
Returns for 3 years36.5543.2185%
Returns for 5 years36.2230.74118%
Returns for 10 years160.50100.15160%
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