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HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$16.66
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.02
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
HEORX vs RWIEX Comparison Chart
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HEORX vs. RWIEX commentary
Nov 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 RWIEX is a Sell.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. HEORX (132M). RWIEX pays higher dividends than HEORX: RWIEX (1.68) vs HEORX (0.14). HEORX was incepted earlier than RWIEX: HEORX (9 years) vs RWIEX (22 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 (19.09) and RWIEX (19.09) have marching annual gain over last year. HEORX return over 5 years is better than : 54.15 vs. RWIEX (38.81).
| HEORX | RWIEX | HEORX / 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 | 9.533 | 13.087 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 125B | 0% |
| Annual Yield % from dividends | 0.14 | 1.68 | 8% |
| Returns for 1 year | 19.09 | 19.09 | 100% |
| Returns for 3 years | -6.93 | 3.22 | -215% |
| Returns for 5 years | 54.15 | 38.81 | 140% |
| Returns for 10 years | N/A | 49.45 | - |
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