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HEONX vs RWIEX
HEONX vs RWIEX Comparison
Open Charts HEONX vs RWIEX
Hartford Climate Opportunities C
Price$16.15
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets126.99M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
HEONX vs RWIEX Comparison Chart
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HEONX vs. RWIEX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. HEONX (127M). RWIEX pays higher dividends than HEONX: RWIEX (1.68) vs HEONX (0.00). HEONX was incepted earlier than RWIEX: HEONX (9 years) vs RWIEX (23 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). HEONX annual gain was more profitable for investors over the last year : 11.92 vs. RWIEX (10.94). HEONX return over 5 years is better than : 40.07 vs. RWIEX (27.76).
| HEONX | RWIEX | HEONX / 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 | 3.526 | 2.068 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 127B | 0% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 11.92 | 10.94 | 109% |
| Returns for 3 years | 0.56 | 8.62 | 7% |
| Returns for 5 years | 40.07 | 27.76 | 144% |
| Returns for 10 years | N/A | 47.94 | - |