Ad is loading...
HEOVX vs RWIEX
HEOVX vs RWIEX Comparison
Open Charts HEOVX vs RWIEX
Hartford Climate Opportunities R6
Price$15.13
Change-$0.52 (-3.32%)
VolumeN/A
Net Assets117.44M
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
HEOVX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOVX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. HEOVX (117M). RWIEX pays higher dividends than HEOVX: RWIEX (1.63) vs HEOVX (0.83). HEOVX was incepted earlier than RWIEX: HEOVX (9 years) vs RWIEX (23 years). HEOVX (0.81) is less costly to investors than RWIEX (0.76). HEOVX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). HEOVX has a lower initial minimum investment than RWIEX: HEOVX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 0.23 vs. HEOVX (-1.06). HEOVX return over 5 years is better than : 96.69 vs. RWIEX (68.33).
| HEOVX | RWIEX | HEOVX / RWIEX | |
| Total Expense Ratio | 0.69 | 0.76 | 91% |
| Annual Report Gross Expense Ratio | 0.81 | 0.76 | 107% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.643 | 0.869 | 74% |
| 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 | 1.63 | 51% |
| Returns for 1 year | -1.06 | 0.23 | -465% |
| Returns for 3 years | 4.17 | 11.51 | 36% |
| Returns for 5 years | 96.69 | 68.33 | 142% |
| Returns for 10 years | N/A | 41.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ISHG | 71.88 | 1.21 | +1.71% |
| iShares 1-3 Year International TrsBd ETF | |||
| VTES | 100.71 | 0.38 | +0.38% |
| Vanguard Short-Term Tax-Exmpt Bd ETF | |||
| UPW | 77.10 | -0.94 | -1.21% |
| ProShares Ultra Utilities | |||
| AVDE | 65.21 | -1.36 | -2.04% |
| Avantis International Equity ETF | |||
| NCZ | 11.36 | -0.41 | -3.48% |
| Virtus Convertible & Income Fund II | |||