HCMZX
Price
$22.48
Change
+$0.11 (+0.49%)
Updated
Dec 23 closing price
Net Assets
1.98B
RWIFX
Price
$71.91
Change
+$0.12 (+0.17%)
Updated
Dec 24 closing price
Net Assets
142.32B
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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$22.48
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets1.98B
American Funds Capital World Gr&Inc R5
Price$71.91
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
HCMZX vs RWIFX Comparison Chart in %
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HCMZX vs. RWIFX 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 RWIFX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HCMZX (1.98B). RWIFX pays higher dividends than HCMZX: RWIFX (1.59) vs HCMZX (0.00). 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 : 13.77 vs. RWIFX (12.56). HCMZX return over 5 years is better than : 44.76 vs. RWIFX (32.63).
HCMZXRWIFXHCMZX / RWIFX
Total Expense Ratio1.860.46404%
Annual Report Gross Expense Ratio2.360.46513%
Fund Existence11 years24 years-
Gain YTD18.75314.593129%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.98B142B1%
Annual Yield % from dividends0.001.59-
Returns for 1 year13.7712.56110%
Returns for 3 years43.9347.3593%
Returns for 5 years44.7632.63137%
Returns for 10 years141.7076.69185%
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