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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$16.94
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
HEOYX vs RWIBX Comparison Chart
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HEOYX vs. RWIBX commentary
Nov 18, 2024
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 HEOYX is a Buy and RWIBX is a Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. HEOYX (132M). RWIBX pays higher dividends than HEOYX: RWIBX (1.05) vs HEOYX (0.72). HEOYX was incepted earlier than RWIBX: HEOYX (9 years) vs RWIBX (22 years). HEOYX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOYX: RWIBX (250) vs HEOYX (250000). HEOYX annual gain was more profitable for investors over the last year : 19.79 vs. RWIBX (18.20). HEOYX return over 5 years is better than : 57.08 vs. RWIBX (35.89).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.071 | 12.357 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 125B | 0% |
| Annual Yield % from dividends | 0.72 | 1.05 | 68% |
| Returns for 1 year | 19.79 | 18.20 | 109% |
| Returns for 3 years | -5.22 | 1.61 | -324% |
| Returns for 5 years | 57.08 | 35.89 | 159% |
| Returns for 10 years | N/A | 45.76 | - |
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