Ad is loading...
HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$15.58
Change+$0.35 (+2.30%)
VolumeN/A
Net Assets113.06M
American Funds Capital World Gr&Inc R1
Price$62.35
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
HEOVX vs RWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOVX vs. RWIAX commentary
Apr 25, 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: 119B vs. HEOVX (113M). 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 : 0.64 vs. HEOVX (-0.92). HEOVX return over 5 years is better than : 70.95 vs. RWIAX (47.29).
| 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 | -2.058 | -0.597 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 119B | 0% |
| Annual Yield % from dividends | 0.83 | 0.91 | 92% |
| Returns for 1 year | -0.92 | 0.64 | -144% |
| Returns for 3 years | 8.75 | 16.49 | 53% |
| Returns for 5 years | 70.95 | 47.29 | 150% |
| Returns for 10 years | N/A | 32.38 | - |