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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$17.29
Change+$0.13 (+0.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.98
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
HEOMX vs RWIEX Comparison Chart
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HEOMX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 126B vs. HEOMX (134M). RWIEX pays higher dividends than HEOMX: RWIEX (1.68) vs HEOMX (0.34). HEOMX was incepted earlier than RWIEX: HEOMX (9 years) vs RWIEX (22 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). HEOMX annual gain was more profitable for investors over the last year : 20.68 vs. RWIEX (19.23). HEOMX return over 5 years is better than : 58.65 vs. RWIEX (41.27).
| HEOMX | RWIEX | HEOMX / RWIEX | |
| 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 | 14.707 | 82% |
| 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 | 1.68 | 20% |
| Returns for 1 year | 20.68 | 19.23 | 108% |
| Returns for 3 years | -3.48 | 6.37 | -55% |
| Returns for 5 years | 58.65 | 41.27 | 142% |
| Returns for 10 years | N/A | 50.48 | - |
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