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HEONX vs RWIEX
HEONX vs RWIEX Comparison
Open Charts HEONX vs RWIEX
Hartford Climate Opportunities C
Price$15.70
Change-$0.47 (-2.91%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
HEONX vs RWIEX Comparison Chart
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HEONX vs. RWIEX commentary
Dec 19, 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 HEONX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. HEONX (131M). RWIEX pays higher dividends than HEONX: RWIEX (1.68) vs HEONX (0.00). HEONX was incepted earlier than RWIEX: HEONX (9 years) vs RWIEX (22 years). HEONX is a more actively managed with annual turnover of: 75.00 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 : 12.05 vs. HEONX (9.63). HEONX return over 5 years is better than : 43.53 vs. RWIEX (32.50).
| HEONX | RWIEX | HEONX / 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 | 7.299 | 10.464 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 121B | 0% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 9.63 | 12.05 | 80% |
| Returns for 3 years | -1.88 | 9.96 | -19% |
| Returns for 5 years | 43.53 | 32.50 | 134% |
| Returns for 10 years | N/A | 47.77 | - |
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