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HEOVX vs RWIEX
HEOVX vs RWIEX Comparison
Open Charts HEOVX vs RWIEX
Hartford Climate Opportunities R6
Price$15.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets116.29M
American Funds Capital World Gr&Inc R4
Price$63.73
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets122.74B
HEOVX vs RWIEX Comparison Chart
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HEOVX vs. RWIEX commentary
May 02, 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 (116M). 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 (0.80) 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 : 3.38 vs. HEOVX (1.81). HEOVX return over 5 years is better than : 74.04 vs. RWIEX (52.17).
| HEOVX | RWIEX | HEOVX / RWIEX | |
| Total Expense Ratio | 0.69 | 0.76 | 91% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.900 | 0.900 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 123B | 0% |
| Annual Yield % from dividends | 0.83 | 1.63 | 51% |
| Returns for 1 year | 1.81 | 3.38 | 53% |
| Returns for 3 years | 14.57 | 23.25 | 63% |
| Returns for 5 years | 74.04 | 52.17 | 142% |
| Returns for 10 years | N/A | 38.98 | - |
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