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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$16.69
Change-$0.15 (-0.89%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
HEOSX vs RWIBX Comparison Chart
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HEOSX vs. RWIBX 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 HEOSX is a Buy and RWIBX is a Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. HEOSX (132M). RWIBX pays higher dividends than HEOSX: RWIBX (1.05) vs HEOSX (0.42). HEOSX was incepted earlier than RWIBX: HEOSX (9 years) vs RWIBX (22 years). HEOSX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). HEOSX has a lower initial minimum investment than RWIBX: HEOSX (0) vs RWIBX (250). HEOSX annual gain was more profitable for investors over the last year : 19.58 vs. RWIBX (18.20). HEOSX return over 5 years is better than : 55.78 vs. RWIBX (35.89).
| HEOSX | RWIBX | HEOSX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 9.947 | 12.357 | 81% |
| 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 | 0.42 | 1.05 | 40% |
| Returns for 1 year | 19.58 | 18.20 | 108% |
| Returns for 3 years | -5.91 | 1.61 | -367% |
| Returns for 5 years | 55.78 | 35.89 | 155% |
| Returns for 10 years | N/A | 45.76 | - |
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