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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$17.25
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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HEOSX vs RWIEX Comparison Chart
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HEOSX 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 HEOSX is a Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 129B vs. HEOSX (139M). RWIEX pays higher dividends than HEOSX: RWIEX (1.68) vs HEOSX (0.42). HEOSX was incepted earlier than RWIEX: HEOSX (9 years) vs RWIEX (22 years). HEOSX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). HEOSX has a lower initial minimum investment than RWIEX: HEOSX (0) vs RWIEX (250). HEOSX (25.91) and RWIEX (25.89) have marching annual gain over last year. HEOSX return over 5 years is better than : 66.63 vs. RWIEX (47.61).
| HEOSX | RWIEX | HEOSX / 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 | 13.702 | 15.956 | 86% |
| 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 | 0.42 | 1.68 | 25% |
| Returns for 1 year | 25.91 | 25.89 | 100% |
| Returns for 3 years | 0.32 | 8.93 | 4% |
| Returns for 5 years | 66.63 | 47.61 | 140% |
| Returns for 10 years | N/A | 63.41 | - |
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