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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$16.37
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets126.99M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
HEOSX vs RWIEX Comparison Chart
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HEOSX vs. RWIEX commentary
Jan 19, 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 HEOSX is a Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. HEOSX (127M). RWIEX pays higher dividends than HEOSX: RWIEX (1.68) vs HEOSX (0.42). HEOSX was incepted earlier than RWIEX: HEOSX (9 years) vs RWIEX (23 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 annual gain was more profitable for investors over the last year : 13.10 vs. RWIEX (10.94). HEOSX return over 5 years is better than : 46.47 vs. RWIEX (27.76).
| HEOSX | RWIEX | HEOSX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.608 | 2.068 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 127B | 0% |
| Annual Yield % from dividends | 0.42 | 1.68 | 25% |
| Returns for 1 year | 13.10 | 10.94 | 120% |
| Returns for 3 years | 3.39 | 8.62 | 39% |
| Returns for 5 years | 46.47 | 27.76 | 167% |
| Returns for 10 years | N/A | 47.94 | - |
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