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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$17.23
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$68.11
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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HEORX vs RWIBX Comparison Chart
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HEORX vs. RWIBX commentary
Oct 18, 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 HEORX is a Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 129B vs. HEORX (139M). RWIBX pays higher dividends than HEORX: RWIBX (1.05) vs HEORX (0.14). HEORX was incepted earlier than RWIBX: HEORX (9 years) vs RWIBX (22 years). HEORX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). HEORX has a lower initial minimum investment than RWIBX: HEORX (0) vs RWIBX (250). HEORX (28.01) and RWIBX (27.05) have marching annual gain over last year. HEORX return over 5 years is better than : 65.60 vs. RWIBX (45.00).
| HEORX | RWIBX | HEORX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 13.281 | 15.668 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 129B | 0% |
| Annual Yield % from dividends | 0.14 | 1.05 | 13% |
| Returns for 1 year | 28.01 | 27.05 | 104% |
| Returns for 3 years | -0.49 | 7.87 | -6% |
| Returns for 5 years | 65.60 | 45.00 | 146% |
| Returns for 10 years | N/A | 58.62 | - |
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