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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$16.67
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
HEOIX vs RWIFX Comparison Chart
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HEOIX vs. RWIFX 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 RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. HEOIX (132M). 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 (19.62) and RWIFX (19.46) have marching annual gain over last year. HEOIX return over 5 years is better than : 56.30 vs. RWIFX (39.97).
| 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 | 9.960 | 13.399 | 74% |
| 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 | 1.94 | 33% |
| Returns for 1 year | 19.62 | 19.46 | 101% |
| Returns for 3 years | -5.59 | 3.86 | -145% |
| Returns for 5 years | 56.30 | 39.97 | 141% |
| Returns for 10 years | N/A | 50.91 | - |
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