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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$16.44
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets129.21M
American Funds Capital World Gr&Inc R1
Price$65.24
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
HEOVX vs RWIAX Comparison Chart
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HEOVX vs. RWIAX commentary
Jan 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 HEOVX is a Buy and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 129B vs. HEOVX (129M). 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). HEOVX annual gain was more profitable for investors over the last year : 13.74 vs. RWIAX (10.66). HEOVX return over 5 years is better than : 50.49 vs. RWIAX (27.63).
| 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 | 5.402 | 3.551 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 129B | 0% |
| Annual Yield % from dividends | 0.83 | 1.04 | 80% |
| Returns for 1 year | 13.74 | 10.66 | 129% |
| Returns for 3 years | 9.16 | 11.71 | 78% |
| Returns for 5 years | 50.49 | 27.63 | 183% |
| Returns for 10 years | N/A | 44.22 | - |