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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$16.28
Change-$0.24 (-1.45%)
VolumeN/A
Net Assets127.7M
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
HEOTX vs RWIAX Comparison Chart
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HEOTX vs. RWIAX 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 HEOTX is a Buy and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. HEOTX (128M). 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 : 9.45 vs. RWIAX (6.22). HEOTX return over 5 years is better than : 48.11 vs. RWIAX (29.65).
| 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 | 5.694 | 4.204 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 128B | 0% |
| Annual Yield % from dividends | 0.71 | 1.04 | 68% |
| Returns for 1 year | 9.45 | 6.22 | 152% |
| Returns for 3 years | 14.49 | 14.76 | 98% |
| Returns for 5 years | 48.11 | 29.65 | 162% |
| Returns for 10 years | N/A | 41.15 | - |
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