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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$16.56
Change-$0.15 (-0.90%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$66.41
Change-$0.71 (-1.06%)
VolumeN/A
CapitalizationN/A
HEOTX vs RWIAX Comparison Chart
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HEOTX vs. RWIAX 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 HEOTX is a Buy and RWIAX is a Sell.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 125B vs. HEOTX (132M). RWIAX pays higher dividends than HEOTX: RWIAX (1.04) vs HEOTX (0.71). HEOTX was incepted earlier than RWIAX: HEOTX (9 years) vs RWIAX (22 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 : 19.79 vs. RWIAX (18.20). HEOTX return over 5 years is better than : 56.78 vs. RWIAX (35.94).
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.106 | 12.356 | 82% |
| 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 | 0.71 | 1.04 | 68% |
| Returns for 1 year | 19.79 | 18.20 | 109% |
| Returns for 3 years | -5.34 | 1.64 | -326% |
| Returns for 5 years | 56.78 | 35.94 | 158% |
| Returns for 10 years | N/A | 45.93 | - |
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