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HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$16.52
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets126.02M
American Funds Capital World Gr&Inc R4
Price$66.13
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
HEORX vs RWIEX Comparison Chart
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HEORX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. HEORX (126M). RWIEX pays higher dividends than HEORX: RWIEX (1.68) vs HEORX (0.14). HEORX was incepted earlier than RWIEX: HEORX (9 years) vs RWIEX (23 years). HEORX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). HEORX has a lower initial minimum investment than RWIEX: HEORX (0) vs RWIEX (250). HEORX (11.56) and RWIEX (11.54) have marching annual gain over last year. HEORX return over 5 years is better than : 49.53 vs. RWIEX (36.03).
| HEORX | RWIEX | HEORX / 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 | 3.287 | 4.388 | 75% |
| 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 | 1.68 | 8% |
| Returns for 1 year | 11.56 | 11.54 | 100% |
| Returns for 3 years | 5.06 | 13.31 | 38% |
| Returns for 5 years | 49.53 | 36.03 | 137% |
| Returns for 10 years | N/A | 50.04 | - |
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