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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
Hartford Climate Opportunities A
Price$16.39
Change+$0.11 (+0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$63.69
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
HEOMX vs RWIBX Comparison Chart
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HEOMX vs. RWIBX 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 126B vs. HEOMX (128M). RWIBX pays higher dividends than HEOMX: RWIBX (1.05) vs HEOMX (0.34). HEOMX was incepted earlier than RWIBX: HEOMX (9 years) vs RWIBX (23 years). HEOMX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOMX: RWIBX (250) vs HEOMX (2000). RWIBX annual gain was more profitable for investors over the last year : 8.61 vs. HEOMX (6.31). HEOMX return over 5 years is better than : 45.32 vs. RWIBX (26.71).
| HEOMX | RWIBX | HEOMX / RWIBX | |
| 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 | 7.804 | 71% |
| 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 | 1.05 | 32% |
| Returns for 1 year | 6.31 | 8.61 | 73% |
| Returns for 3 years | -3.53 | 3.96 | -89% |
| Returns for 5 years | 45.32 | 26.71 | 170% |
| Returns for 10 years | N/A | 41.10 | - |
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