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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$16.39
Change+$0.11 (+0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$64.50
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
HEOMX vs RWIEX Comparison Chart
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HEOMX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 126B vs. HEOMX (128M). RWIEX pays higher dividends than HEOMX: RWIEX (1.68) vs HEOMX (0.34). HEOMX was incepted earlier than RWIEX: HEOMX (9 years) vs RWIEX (23 years). HEOMX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEOMX: RWIEX (250) vs HEOMX (2000). RWIEX annual gain was more profitable for investors over the last year : 9.48 vs. HEOMX (6.31). HEOMX return over 5 years is better than : 45.32 vs. RWIEX (29.74).
| HEOMX | RWIEX | HEOMX / RWIEX | |
| 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 | 8.663 | 64% |
| 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 | 1.68 | 20% |
| Returns for 1 year | 6.31 | 9.48 | 67% |
| Returns for 3 years | -3.53 | 5.62 | -63% |
| Returns for 5 years | 45.32 | 29.74 | 152% |
| Returns for 10 years | N/A | 44.80 | - |