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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$16.52
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets126.02M
American Funds Capital World Gr&Inc R2
Price$65.25
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
HEORX vs RWIBX Comparison Chart
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HEORX vs. RWIBX commentary
Jan 31, 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 HEORX is a Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. HEORX (126M). RWIBX pays higher dividends than HEORX: RWIBX (1.05) vs HEORX (0.14). HEORX was incepted earlier than RWIBX: HEORX (9 years) vs RWIBX (23 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 annual gain was more profitable for investors over the last year : 11.56 vs. RWIBX (10.64). HEORX return over 5 years is better than : 49.53 vs. RWIBX (32.84).
| HEORX | RWIBX | HEORX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.287 | 4.317 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.14 | 1.05 | 13% |
| Returns for 1 year | 11.56 | 10.64 | 109% |
| Returns for 3 years | 5.06 | 11.52 | 44% |
| Returns for 5 years | 49.53 | 32.84 | 151% |
| Returns for 10 years | N/A | 46.18 | - |
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