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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$15.60
Change-$0.53 (-3.29%)
VolumeN/A
Net Assets117.44M
American Funds Capital World Gr&Inc R1
Price$60.95
Change-$2.20 (-3.48%)
VolumeN/A
Net Assets123.19B
HEOMX vs RWIAX Comparison Chart
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HEOMX vs. RWIAX commentary
Apr 05, 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 HEOMX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. HEOMX (117M). RWIAX pays higher dividends than HEOMX: RWIAX (0.91) vs HEOMX (0.31). HEOMX was incepted earlier than RWIAX: HEOMX (9 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOMX (1.20). HEOMX is a more actively managed with annual turnover of: 108.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than HEOMX: RWIAX (250) vs HEOMX (2000). RWIAX annual gain was more profitable for investors over the last year : -0.57 vs. HEOMX (-1.53). HEOMX return over 5 years is better than : 93.06 vs. RWIAX (64.09).
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | 1.19 | 1.51 | 79% |
| Annual Report Gross Expense Ratio | 1.20 | 1.51 | 79% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.498 | 0.678 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 123B | 0% |
| Annual Yield % from dividends | 0.31 | 0.91 | 34% |
| Returns for 1 year | -1.53 | -0.57 | 270% |
| Returns for 3 years | 2.69 | 9.58 | 28% |
| Returns for 5 years | 93.06 | 64.09 | 145% |
| Returns for 10 years | N/A | 37.47 | - |
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