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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$16.45
Change-$0.24 (-1.44%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
HEOSX vs RWIEX Comparison Chart
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HEOSX vs. RWIEX commentary
Feb 23, 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: 128B vs. HEOSX (126M). 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 : 7.73 vs. RWIEX (7.09). HEOSX return over 5 years is better than : 44.90 vs. RWIEX (32.66).
| 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 | 4.114 | 4.325 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.42 | 1.68 | 25% |
| Returns for 1 year | 7.73 | 7.09 | 109% |
| Returns for 3 years | 12.11 | 16.55 | 73% |
| Returns for 5 years | 44.90 | 32.66 | 137% |
| Returns for 10 years | N/A | 44.62 | - |
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