HCMZX
Price
$22.39
Change
-$0.16 (-0.71%)
Updated
Feb 4 closing price
Net Assets
1.98B
RWIFX
Price
$75.06
Change
-$1.02 (-1.34%)
Updated
Feb 3 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$22.39
Change-$0.16 (-0.71%)
VolumeN/A
Net Assets1.98B
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
HCMZX vs RWIFX Comparison Chart in %
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HCMZX vs. RWIFX 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 RWIFX is a Buy.

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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 (1.70) vs HCMZX (0.37). 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 : 20.65 vs. RWIFX (16.61). HCMZX return over 5 years is better than : 36.22 vs. RWIFX (32.39).
HCMZXRWIFXHCMZX / RWIFX
Total Expense Ratio1.860.46404%
Annual Report Gross Expense Ratio2.360.46513%
Fund Existence11 years24 years-
Gain YTD2.4534.96449%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.98B142B1%
Annual Yield % from dividends0.371.7022%
Returns for 1 year20.6516.61124%
Returns for 3 years36.5544.5682%
Returns for 5 years36.2232.39112%
Returns for 10 years160.50102.75156%
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