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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$16.67
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
HEOIX vs RWIBX Comparison Chart
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HEOIX vs. RWIBX commentary
Nov 18, 2024
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 HEOIX is a Buy and RWIBX is a Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. HEOIX (132M). RWIBX pays higher dividends than HEOIX: RWIBX (1.05) vs HEOIX (0.63). HEOIX was incepted earlier than RWIBX: HEOIX (9 years) vs RWIBX (22 years). HEOIX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOIX: RWIBX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 19.62 vs. RWIBX (18.20). HEOIX return over 5 years is better than : 56.30 vs. RWIBX (35.89).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 9.960 | 12.357 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 125B | 0% |
| Annual Yield % from dividends | 0.63 | 1.05 | 60% |
| Returns for 1 year | 19.62 | 18.20 | 108% |
| Returns for 3 years | -5.59 | 1.61 | -347% |
| Returns for 5 years | 56.30 | 35.89 | 157% |
| Returns for 10 years | N/A | 45.76 | - |
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