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HEONX vs RWIEX
HEONX vs RWIEX Comparison
Open Charts HEONX vs RWIEX
Hartford Climate Opportunities C
Price$14.95
Change+$1.10 (+7.94%)
VolumeN/A
Net Assets103.63M
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
HEONX vs RWIEX Comparison Chart
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HEONX vs. RWIEX commentary
Apr 11, 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 HEONX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 109B vs. HEONX (104M). RWIEX pays higher dividends than HEONX: RWIEX (1.63) vs HEONX (0.00). HEONX was incepted earlier than RWIEX: HEONX (9 years) vs RWIEX (23 years). HEONX (1.98) is less costly to investors than RWIEX (0.76). HEONX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEONX: RWIEX (250) vs HEONX (2000). RWIEX annual gain was more profitable for investors over the last year : -10.88 vs. HEONX (-13.71). HEONX return over 5 years is better than : 46.41 vs. RWIEX (37.38).
| HEONX | RWIEX | HEONX / RWIEX | |
| Total Expense Ratio | 1.94 | 0.76 | 255% |
| Annual Report Gross Expense Ratio | 1.98 | 0.76 | 261% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -11.218 | -10.309 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 109B | 0% |
| Annual Yield % from dividends | 0.00 | 1.63 | - |
| Returns for 1 year | -13.71 | -10.88 | 126% |
| Returns for 3 years | -9.00 | 1.43 | -631% |
| Returns for 5 years | 46.41 | 37.38 | 124% |
| Returns for 10 years | N/A | 23.61 | - |
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