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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$16.94
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.02
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
HEOYX vs RWIEX Comparison Chart
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HEOYX vs. RWIEX 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 RWIEX is a Sell.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. HEOYX (132M). RWIEX pays higher dividends than HEOYX: RWIEX (1.68) vs HEOYX (0.72). HEOYX was incepted earlier than RWIEX: HEOYX (9 years) vs RWIEX (22 years). HEOYX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEOYX: RWIEX (250) vs HEOYX (250000). HEOYX (19.79) and RWIEX (19.09) have marching annual gain over last year. HEOYX return over 5 years is better than : 57.08 vs. RWIEX (38.81).
| HEOYX | RWIEX | HEOYX / RWIEX | |
| 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 | 13.087 | 77% |
| 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 | 1.68 | 43% |
| Returns for 1 year | 19.79 | 19.09 | 104% |
| Returns for 3 years | -5.22 | 3.22 | -162% |
| Returns for 5 years | 57.08 | 38.81 | 147% |
| Returns for 10 years | N/A | 49.45 | - |