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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$15.13
Change-$0.52 (-3.32%)
VolumeN/A
Net Assets117.44M
American Funds Capital World Gr&Inc R1
Price$60.95
Change-$2.20 (-3.48%)
VolumeN/A
Net Assets123.19B
HEOVX vs RWIAX Comparison Chart
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HEOVX vs. RWIAX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. HEOVX (117M). RWIAX pays higher dividends than HEOVX: RWIAX (0.91) vs HEOVX (0.83). HEOVX was incepted earlier than RWIAX: HEOVX (9 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOVX (0.81). HEOVX is a more actively managed with annual turnover of: 108.00 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 : -0.57 vs. HEOVX (-1.06). HEOVX return over 5 years is better than : 96.69 vs. RWIAX (64.09).
| HEOVX | RWIAX | HEOVX / RWIAX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.81 | 1.51 | 54% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.643 | 0.678 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 123B | 0% |
| Annual Yield % from dividends | 0.83 | 0.91 | 92% |
| Returns for 1 year | -1.06 | -0.57 | 188% |
| Returns for 3 years | 4.17 | 9.58 | 43% |
| Returns for 5 years | 96.69 | 64.09 | 151% |
| Returns for 10 years | N/A | 37.47 | - |
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