Ad is loading...
HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$16.20
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets126.99M
American Funds Capital World Gr&Inc R1
Price$64.07
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
HEOTX vs RWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOTX vs. RWIAX 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 HEOTX is a Buy and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 127B vs. HEOTX (127M). 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). HEOTX annual gain was more profitable for investors over the last year : 13.29 vs. RWIAX (10.05). HEOTX return over 5 years is better than : 47.55 vs. RWIAX (24.84).
| 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 | 3.647 | 2.022 | 180% |
| 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 | 0.71 | 1.04 | 68% |
| Returns for 1 year | 13.29 | 10.05 | 132% |
| Returns for 3 years | 4.06 | 6.93 | 59% |
| Returns for 5 years | 47.55 | 24.84 | 191% |
| Returns for 10 years | N/A | 44.36 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SQLV | 43.44 | 0.33 | +0.77% |
| Royce Quant Small-Cap Quality Value ETF | |||
| VBR | 204.61 | 0.95 | +0.47% |
| Vanguard Small-Cap Value ETF | |||
| YMAR | 22.97 | 0.09 | +0.39% |
| FT Vest Intl Eq Mod Bffr ETF Mar | |||
| DTH | 38.20 | 0.12 | +0.31% |
| WisdomTree International High Div ETF | |||
| FSIG | 18.87 | 0.01 | +0.05% |
| First Trust Ltd Drtn Inv Grd Corp ETF | |||