Ad is loading...
HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$16.41
Change-$0.24 (-1.44%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
HEOIX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOIX vs. RWIFX commentary
Feb 23, 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 HEOIX is a Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HEOIX (126M). RWIFX pays higher dividends than HEOIX: RWIFX (1.94) vs HEOIX (0.63). HEOIX was incepted earlier than RWIFX: HEOIX (9 years) vs RWIFX (23 years). HEOIX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEOIX: RWIFX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 7.85 vs. RWIFX (7.41). HEOIX return over 5 years is better than : 45.69 vs. RWIFX (33.89).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.124 | 4.358 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.63 | 1.94 | 33% |
| Returns for 1 year | 7.85 | 7.41 | 106% |
| Returns for 3 years | 12.59 | 17.26 | 73% |
| Returns for 5 years | 45.69 | 33.89 | 135% |
| Returns for 10 years | N/A | 46.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMTL | 42.69 | -0.02 | -0.06% |
| SPDR® DoubleLine® Emerg Mkts Fxd Inc ETF | |||
| USHY | 37.23 | -0.06 | -0.16% |
| iShares Broad USD High Yield Corp Bd ETF | |||
| EWM | 24.23 | -0.05 | -0.21% |
| iShares MSCI Malaysia ETF | |||
| MART | 34.61 | -0.14 | -0.39% |
| AllianzIM U.S. Large Cp Buffer10 Mar ETF | |||
| IVOV | 96.17 | -1.84 | -1.87% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||