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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$17.04
Change-$0.13 (-0.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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HEOIX vs RWIFX Comparison Chart
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HEOIX vs. RWIFX commentary
Sep 21, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HEOIX (139M). RWIFX pays higher dividends than HEOIX: RWIFX (1.94) vs HEOIX (0.63). HEOIX was incepted earlier than RWIFX: HEOIX (9 years) vs RWIFX (22 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). RWIFX annual gain was more profitable for investors over the last year : 20.37 vs. HEOIX (16.97). HEOIX return over 5 years is better than : 66.28 vs. RWIFX (44.74).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.818 | 12.691 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 128B | 0% |
| Annual Yield % from dividends | 0.63 | 1.94 | 33% |
| Returns for 1 year | 16.97 | 20.37 | 83% |
| Returns for 3 years | -2.65 | 6.65 | -40% |
| Returns for 5 years | 66.28 | 44.74 | 148% |
| Returns for 10 years | N/A | 49.84 | - |