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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$16.84
Change+$0.12 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$67.35
Change+$0.22 (+0.33%)
VolumeN/A
CapitalizationN/A
HEOVX vs RWIAX Comparison Chart
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HEOVX vs. RWIAX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 126B vs. HEOVX (134M). RWIAX pays higher dividends than HEOVX: RWIAX (1.04) vs HEOVX (0.83). HEOVX was incepted earlier than RWIAX: HEOVX (9 years) vs RWIAX (22 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 : 20.41 vs. RWIAX (17.94). HEOVX return over 5 years is better than : 60.37 vs. RWIAX (37.91).
| HEOVX | RWIAX | HEOVX / 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 | 11.765 | 13.574 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 126B | 0% |
| Annual Yield % from dividends | 0.83 | 1.04 | 80% |
| Returns for 1 year | 20.41 | 17.94 | 114% |
| Returns for 3 years | -3.09 | 4.53 | -68% |
| Returns for 5 years | 60.37 | 37.91 | 159% |
| Returns for 10 years | N/A | 46.30 | - |
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