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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$17.29
Change+$0.13 (+0.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$67.35
Change+$0.22 (+0.33%)
VolumeN/A
CapitalizationN/A
HEOMX vs RWIAX Comparison Chart
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HEOMX vs. RWIAX commentary
Nov 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 126B vs. HEOMX (134M). RWIAX pays higher dividends than HEOMX: RWIAX (1.04) vs HEOMX (0.34). HEOMX was incepted earlier than RWIAX: HEOMX (9 years) vs RWIAX (22 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). HEOMX annual gain was more profitable for investors over the last year : 20.68 vs. RWIAX (18.33). HEOMX return over 5 years is better than : 58.65 vs. RWIAX (38.36).
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 12.054 | 13.946 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 126B | 0% |
| Annual Yield % from dividends | 0.34 | 1.04 | 33% |
| Returns for 1 year | 20.68 | 18.33 | 113% |
| Returns for 3 years | -3.48 | 4.76 | -73% |
| Returns for 5 years | 58.65 | 38.36 | 153% |
| Returns for 10 years | N/A | 46.93 | - |
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