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HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$17.23
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$68.96
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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HEORX vs RWIEX Comparison Chart
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HEORX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 129B vs. HEORX (139M). 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). RWIEX (28.03) and HEORX (28.01) have marching annual gain over last year. HEORX return over 5 years is better than : 65.60 vs. RWIEX (48.13).
| 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 | 13.281 | 16.361 | 81% |
| 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 | 1.68 | 8% |
| Returns for 1 year | 28.01 | 28.03 | 100% |
| Returns for 3 years | -0.49 | 9.58 | -5% |
| Returns for 5 years | 65.60 | 48.13 | 136% |
| Returns for 10 years | N/A | 62.66 | - |
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