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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$15.82
Change+$0.12 (+0.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$62.94
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
HEOVX vs RWIAX Comparison Chart
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HEOVX vs. RWIAX commentary
Dec 23, 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 HEOVX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 125B vs. HEOVX (128M). RWIAX pays higher dividends than HEOVX: RWIAX (1.04) vs HEOVX (0.83). HEOVX was incepted earlier than RWIAX: HEOVX (9 years) vs RWIAX (23 years). HEOVX is a more actively managed with annual turnover of: 75.00 vs. RWIAX (27.00). HEOVX has a lower initial minimum investment than RWIAX: HEOVX (0) vs RWIAX (250). RWIAX annual gain was more profitable for investors over the last year : 7.76 vs. HEOVX (7.12). HEOVX return over 5 years is better than : 47.76 vs. RWIAX (25.88).
| HEOVX | RWIAX | HEOVX / 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 | 5.749 | 6.836 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 125B | 0% |
| Annual Yield % from dividends | 0.83 | 1.04 | 80% |
| Returns for 1 year | 7.12 | 7.76 | 92% |
| Returns for 3 years | -1.00 | 4.63 | -22% |
| Returns for 5 years | 47.76 | 25.88 | 185% |
| Returns for 10 years | N/A | 40.80 | - |
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