HCMZX
Price
$21.74
Change
+$0.36 (+1.68%)
Updated
Oct 20 closing price
Net Assets
1.9B
RWIFX
Price
$76.26
Change
+$0.80 (+1.06%)
Updated
Oct 20 closing price
Net Assets
140.77B
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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$21.74
Change+$0.36 (+1.68%)
VolumeN/A
Net Assets1.9B
American Funds Capital World Gr&Inc R5
Price$76.26
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
HCMZX vs RWIFX Comparison Chart in %
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HCMZX vs. RWIFX 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 RWIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. HCMZX (1.9B). RWIFX pays higher dividends than HCMZX: RWIFX (1.64) vs HCMZX (0.00). HCMZX was incepted earlier than RWIFX: HCMZX (11 years) vs RWIFX (23 years). HCMZX (2.36) is less costly to investors than RWIFX (0.46). HCMZX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). HCMZX has a lower initial minimum investment than RWIFX: HCMZX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 11.85 vs. HCMZX (-0.05). HCMZX (57.35) and RWIFX (54.85) have equivalent 5 years return.
HCMZXRWIFXHCMZX / RWIFX
Total Expense Ratio1.860.46404%
Annual Report Gross Expense Ratio2.360.46513%
Fund Existence11 years23 years-
Gain YTD14.84421.52569%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B141B1%
Annual Yield % from dividends0.001.64-
Returns for 1 year-0.0511.85-0%
Returns for 3 years30.2268.5244%
Returns for 5 years57.3554.85105%
Returns for 10 years125.0878.07160%
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