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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$16.69
Change-$0.15 (-0.89%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.02
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
HEOSX vs RWIEX Comparison Chart
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HEOSX vs. RWIEX 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 RWIEX is a Sell.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. HEOSX (132M). 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 (19.58) and RWIEX (19.09) have marching annual gain over last year. HEOSX return over 5 years is better than : 55.78 vs. RWIEX (38.81).
| 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 | 9.947 | 13.087 | 76% |
| 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 | 1.68 | 25% |
| Returns for 1 year | 19.58 | 19.09 | 103% |
| Returns for 3 years | -5.91 | 3.22 | -184% |
| Returns for 5 years | 55.78 | 38.81 | 144% |
| Returns for 10 years | N/A | 49.45 | - |
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