Ad is loading...
HEOVX vs RWIBX
HEOVX vs RWIBX Comparison
Open Charts HEOVX vs RWIBX
Hartford Climate Opportunities R6
Price$16.20
Change-$0.24 (-1.46%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
HEOVX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOVX vs. RWIBX commentary
Feb 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. HEOVX (126M). RWIBX pays higher dividends than HEOVX: RWIBX (1.05) vs HEOVX (0.83). HEOVX was incepted earlier than RWIBX: HEOVX (9 years) vs RWIBX (23 years). HEOVX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). HEOVX has a lower initial minimum investment than RWIBX: HEOVX (0) vs RWIBX (250). HEOVX annual gain was more profitable for investors over the last year : 8.04 vs. RWIBX (6.22). HEOVX return over 5 years is better than : 46.67 vs. RWIBX (29.55).
| HEOVX | RWIBX | HEOVX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.180 | 4.205 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.83 | 1.05 | 79% |
| Returns for 1 year | 8.04 | 6.22 | 129% |
| Returns for 3 years | 13.24 | 14.72 | 90% |
| Returns for 5 years | 46.67 | 29.55 | 158% |
| Returns for 10 years | N/A | 40.94 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...