Ad is loading...
HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$15.82
Change-$0.12 (-0.75%)
VolumeN/A
Net Assets120.34M
American Funds Capital World Gr&Inc R4
Price$63.32
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
HEORX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEORX vs. RWIEX commentary
Mar 12, 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 Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. HEORX (120M). RWIEX pays higher dividends than HEORX: RWIEX (1.58) vs HEORX (0.08). HEORX was incepted earlier than RWIEX: HEORX (9 years) vs RWIEX (23 years). HEORX (1.53) is less costly to investors than RWIEX (0.76). HEORX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). HEORX has a lower initial minimum investment than RWIEX: HEORX (0) vs RWIEX (250). HEORX annual gain was more profitable for investors over the last year : 3.26 vs. RWIEX (1.59). HEORX return over 5 years is better than : 72.16 vs. RWIEX (53.03).
| HEORX | RWIEX | HEORX / RWIEX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.53 | 0.76 | 201% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.718 | 0.552 | 492% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 123B | 0% |
| Annual Yield % from dividends | 0.08 | 1.58 | 5% |
| Returns for 1 year | 3.26 | 1.59 | 205% |
| Returns for 3 years | 11.15 | 19.92 | 56% |
| Returns for 5 years | 72.16 | 53.03 | 136% |
| Returns for 10 years | N/A | 44.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers