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HEOVX vs RWIBX
HEOVX vs RWIBX Comparison
Open Charts HEOVX vs RWIBX
Hartford Climate Opportunities R6
Price$16.44
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets129.21M
American Funds Capital World Gr&Inc R2
Price$64.98
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
HEOVX vs RWIBX Comparison Chart
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HEOVX vs. RWIBX 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 129B vs. HEOVX (129M). 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 : 13.74 vs. RWIBX (10.64). HEOVX return over 5 years is better than : 50.49 vs. RWIBX (27.53).
| 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 | 5.402 | 3.549 | 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 | 1.05 | 79% |
| Returns for 1 year | 13.74 | 10.64 | 129% |
| Returns for 3 years | 9.16 | 11.67 | 79% |
| Returns for 5 years | 50.49 | 27.53 | 183% |
| Returns for 10 years | N/A | 44.01 | - |
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