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HEOVX vs RWIEX
HEOVX vs RWIEX Comparison
Open Charts HEOVX vs RWIEX
Hartford Climate Opportunities R6
Price$16.20
Change-$0.24 (-1.46%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
HEOVX vs RWIEX Comparison Chart
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HEOVX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. HEOVX (126M). RWIEX pays higher dividends than HEOVX: RWIEX (1.68) vs HEOVX (0.83). HEOVX was incepted earlier than RWIEX: HEOVX (9 years) vs RWIEX (23 years). HEOVX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). HEOVX has a lower initial minimum investment than RWIEX: HEOVX (0) vs RWIEX (250). HEOVX annual gain was more profitable for investors over the last year : 8.04 vs. RWIEX (7.09). HEOVX return over 5 years is better than : 46.67 vs. RWIEX (32.66).
| HEOVX | RWIEX | HEOVX / RWIEX | |
| 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 | 4.325 | 97% |
| 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 | 1.68 | 49% |
| Returns for 1 year | 8.04 | 7.09 | 113% |
| Returns for 3 years | 13.24 | 16.55 | 80% |
| Returns for 5 years | 46.67 | 32.66 | 143% |
| Returns for 10 years | N/A | 44.62 | - |
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