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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
Hartford Climate Opportunities A
Price$17.04
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets129.45M
American Funds Capital World Gr&Inc R2
Price$65.43
Change+$0.45 (+0.69%)
VolumeN/A
Net Assets128.9B
HEOMX vs RWIBX Comparison Chart
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HEOMX vs. RWIBX commentary
Jan 24, 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 129B vs. HEOMX (129M). 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). HEOMX annual gain was more profitable for investors over the last year : 14.56 vs. RWIBX (11.00). HEOMX return over 5 years is better than : 49.40 vs. RWIBX (29.28).
| 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 | 6.168 | 4.604 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 129B | 0% |
| Annual Yield % from dividends | 0.34 | 1.05 | 32% |
| Returns for 1 year | 14.56 | 11.00 | 132% |
| Returns for 3 years | 8.89 | 13.56 | 66% |
| Returns for 5 years | 49.40 | 29.28 | 169% |
| Returns for 10 years | N/A | 45.01 | - |