HCMZX
Price
$22.51
Change
-$0.15 (-0.66%)
Updated
Jan 14 closing price
Net Assets
2B
RWIFX
Price
$74.19
Change
-$0.17 (-0.23%)
Updated
Jan 14 closing price
Net Assets
142.37B
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HCMZX vs RWIFX

Header iconHCMZX vs RWIFX Comparison
Open Charts HCMZX vs RWIFXBanner 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 R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
HCMZX vs RWIFX Comparison Chart in %
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HCMZX vs. RWIFX 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 RWIFX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HCMZX (2B). RWIFX pays higher dividends than HCMZX: RWIFX (1.78) vs HCMZX (0.38). HCMZX was incepted earlier than RWIFX: HCMZX (11 years) vs RWIFX (24 years). HCMZX (2.36) is less costly to investors than RWIFX (0.46). HCMZX is a more actively managed with annual turnover of: 226.00 vs. RWIFX (27.00). HCMZX has a lower initial minimum investment than RWIFX: HCMZX (0) vs RWIFX (250). HCMZX annual gain was more profitable for investors over the last year : 20.37 vs. RWIFX (19.27). HCMZX return over 5 years is better than : 41.58 vs. RWIFX (33.00).
HCMZXRWIFXHCMZX / RWIFX
Total Expense Ratio1.860.46404%
Annual Report Gross Expense Ratio2.360.46513%
Fund Existence11 years24 years-
Gain YTD2.2723.74861%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2B142B1%
Annual Yield % from dividends0.381.7821%
Returns for 1 year20.3719.27106%
Returns for 3 years41.1444.8592%
Returns for 5 years41.5833.00126%
Returns for 10 years175.90102.06172%
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