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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$15.95
Change-$0.48 (-2.92%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
HEOIX vs RWIBX Comparison Chart
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HEOIX vs. RWIBX commentary
Dec 19, 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 Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. HEOIX (131M). RWIBX pays higher dividends than HEOIX: RWIBX (1.05) vs HEOIX (0.63). HEOIX was incepted earlier than RWIBX: HEOIX (9 years) vs RWIBX (23 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). RWIBX (11.34) and HEOIX (10.87) have marching annual gain over last year. HEOIX return over 5 years is better than : 50.89 vs. RWIBX (29.64).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.377 | 9.781 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 121B | 0% |
| Annual Yield % from dividends | 0.63 | 1.05 | 60% |
| Returns for 1 year | 10.87 | 11.34 | 96% |
| Returns for 3 years | 1.30 | 8.41 | 15% |
| Returns for 5 years | 50.89 | 29.64 | 172% |
| Returns for 10 years | N/A | 44.22 | - |