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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$15.60
Change-$0.53 (-3.29%)
VolumeN/A
Net Assets117.44M
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
HEOMX vs RWIEX Comparison Chart
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HEOMX vs. RWIEX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. HEOMX (117M). RWIEX pays higher dividends than HEOMX: RWIEX (1.63) vs HEOMX (0.31). HEOMX was incepted earlier than RWIEX: HEOMX (9 years) vs RWIEX (23 years). HEOMX (1.20) is less costly to investors than RWIEX (0.76). HEOMX is a more actively managed with annual turnover of: 108.00 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 : 0.23 vs. HEOMX (-1.53). HEOMX return over 5 years is better than : 93.06 vs. RWIEX (68.33).
| HEOMX | RWIEX | HEOMX / RWIEX | |
| Total Expense Ratio | 1.19 | 0.76 | 157% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.498 | 0.869 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 123B | 0% |
| Annual Yield % from dividends | 0.31 | 1.63 | 19% |
| Returns for 1 year | -1.53 | 0.23 | -668% |
| Returns for 3 years | 2.69 | 11.51 | 23% |
| Returns for 5 years | 93.06 | 68.33 | 136% |
| Returns for 10 years | N/A | 41.09 | - |
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