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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$15.84
Change-$0.48 (-2.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$62.92
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
HEOTX vs RWIAX Comparison Chart
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HEOTX vs. RWIAX commentary
Dec 19, 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 HEOTX is a Hold and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 121B vs. HEOTX (131M). RWIAX pays higher dividends than HEOTX: RWIAX (1.04) vs HEOTX (0.71). HEOTX was incepted earlier than RWIAX: HEOTX (9 years) vs RWIAX (23 years). HEOTX is a more actively managed with annual turnover of: 75.00 vs. RWIAX (27.00). HEOTX has a lower initial minimum investment than RWIAX: HEOTX (0) vs RWIAX (250). RWIAX (11.38) and HEOTX (10.97) have marching annual gain over last year. HEOTX return over 5 years is better than : 51.26 vs. RWIAX (29.73).
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.511 | 9.824 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 121B | 0% |
| Annual Yield % from dividends | 0.71 | 1.04 | 68% |
| Returns for 1 year | 10.97 | 11.38 | 96% |
| Returns for 3 years | 1.56 | 8.46 | 18% |
| Returns for 5 years | 51.26 | 29.73 | 172% |
| Returns for 10 years | N/A | 44.48 | - |
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