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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$17.04
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets129.45M
American Funds Capital World Gr&Inc R4
Price$66.31
Change+$0.47 (+0.71%)
VolumeN/A
Net Assets128.9B
HEOMX vs RWIEX Comparison Chart
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HEOMX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 129B vs. HEOMX (129M). 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). HEOMX annual gain was more profitable for investors over the last year : 14.56 vs. RWIEX (11.92). HEOMX return over 5 years is better than : 49.40 vs. RWIEX (32.39).
| 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 | 6.168 | 4.672 | 132% |
| 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 | 1.68 | 20% |
| Returns for 1 year | 14.56 | 11.92 | 122% |
| Returns for 3 years | 8.89 | 15.37 | 58% |
| Returns for 5 years | 49.40 | 32.39 | 153% |
| Returns for 10 years | N/A | 48.84 | - |