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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$16.71
Change-$0.25 (-1.47%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
HEOMX vs RWIAX Comparison Chart
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HEOMX vs. RWIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. HEOMX (126M). 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). HEOMX annual gain was more profitable for investors over the last year : 7.58 vs. RWIAX (6.22). HEOMX return over 5 years is better than : 44.02 vs. RWIAX (29.65).
| 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 | 4.112 | 4.204 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.34 | 1.04 | 33% |
| Returns for 1 year | 7.58 | 6.22 | 122% |
| Returns for 3 years | 11.63 | 14.76 | 79% |
| Returns for 5 years | 44.02 | 29.65 | 149% |
| Returns for 10 years | N/A | 41.15 | - |
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