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HEOSX vs RWICX
HEOSX vs RWICX Comparison
Open Charts HEOSX vs RWICX
Hartford Climate Opportunities R4
Price$15.90
Change-$0.32 (-1.97%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R3
Price$64.12
Change-$1.09 (-1.67%)
VolumeN/A
CapitalizationN/A
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HEOSX vs RWICX Comparison Chart
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HEOSX vs. RWICX commentary
Sep 08, 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 RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 121B vs. HEOSX (130M). RWICX pays higher dividends than HEOSX: RWICX (1.43) vs HEOSX (0.42). HEOSX was incepted earlier than RWICX: HEOSX (9 years) vs RWICX (22 years). HEOSX is a more actively managed with annual turnover of: 75.00 vs. RWICX (27.00). HEOSX has a lower initial minimum investment than RWICX: HEOSX (0) vs RWICX (250). RWICX annual gain was more profitable for investors over the last year : 16.96 vs. HEOSX (11.29). HEOSX return over 5 years is better than : 62.15 vs. RWICX (39.79).
| HEOSX | RWICX | HEOSX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 6.851 | 10.109 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 121B | 0% |
| Annual Yield % from dividends | 0.42 | 1.43 | 29% |
| Returns for 1 year | 11.29 | 16.96 | 67% |
| Returns for 3 years | -8.81 | 0.99 | -889% |
| Returns for 5 years | 62.15 | 39.79 | 156% |
| Returns for 10 years | N/A | 44.16 | - |