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HEOTX vs RWICX
HEOTX vs RWICX Comparison
Open Charts HEOTX vs RWICX
Hartford Climate Opportunities R5
Price$17.11
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R3
Price$68.60
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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HEOTX vs RWICX Comparison Chart
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HEOTX vs. RWICX commentary
Oct 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 RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 129B vs. HEOTX (139M). RWICX pays higher dividends than HEOTX: RWICX (1.43) vs HEOTX (0.71). HEOTX was incepted earlier than RWICX: HEOTX (9 years) vs RWICX (22 years). HEOTX is a more actively managed with annual turnover of: 75.00 vs. RWICX (27.00). HEOTX has a lower initial minimum investment than RWICX: HEOTX (0) vs RWICX (250). HEOTX (26.10) and RWICX (25.51) have marching annual gain over last year. HEOTX return over 5 years is better than : 67.64 vs. RWICX (46.38).
| HEOTX | RWICX | HEOTX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 13.830 | 15.681 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 129B | 0% |
| Annual Yield % from dividends | 0.71 | 1.43 | 50% |
| Returns for 1 year | 26.10 | 25.51 | 102% |
| Returns for 3 years | 0.90 | 8.24 | 11% |
| Returns for 5 years | 67.64 | 46.38 | 146% |
| Returns for 10 years | N/A | 61.75 | - |
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