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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$16.39
Change+$0.11 (+0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$63.95
Change+$0.43 (+0.68%)
VolumeN/A
CapitalizationN/A
HEOMX vs RWIAX Comparison Chart
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HEOMX vs. RWIAX commentary
Dec 25, 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 HEOMX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 126B vs. HEOMX (128M). RWIAX pays higher dividends than HEOMX: RWIAX (1.04) vs HEOMX (0.34). HEOMX was incepted earlier than RWIAX: HEOMX (9 years) vs RWIAX (23 years). HEOMX is a more actively managed with annual turnover of: 75.00 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 : 8.62 vs. HEOMX (6.31). HEOMX return over 5 years is better than : 45.32 vs. RWIAX (26.79).
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.509 | 7.821 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 126B | 0% |
| Annual Yield % from dividends | 0.34 | 1.04 | 33% |
| Returns for 1 year | 6.31 | 8.62 | 73% |
| Returns for 3 years | -3.53 | 3.99 | -89% |
| Returns for 5 years | 45.32 | 26.79 | 169% |
| Returns for 10 years | N/A | 41.33 | - |
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