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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
Hartford Climate Opportunities A
Price$17.29
Change+$0.13 (+0.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$67.10
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
HEOMX vs RWIBX Comparison Chart
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HEOMX vs. RWIBX 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 126B vs. HEOMX (134M). RWIBX pays higher dividends than HEOMX: RWIBX (1.05) vs HEOMX (0.34). HEOMX was incepted earlier than RWIBX: HEOMX (9 years) vs RWIBX (22 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 : 20.68 vs. RWIBX (18.33). HEOMX return over 5 years is better than : 58.65 vs. RWIBX (38.32).
| HEOMX | RWIBX | HEOMX / RWIBX | |
| 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 | 13.953 | 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 | 1.05 | 32% |
| Returns for 1 year | 20.68 | 18.33 | 113% |
| Returns for 3 years | -3.48 | 4.72 | -74% |
| Returns for 5 years | 58.65 | 38.32 | 153% |
| Returns for 10 years | N/A | 46.73 | - |
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