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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$16.72
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets126.02M
American Funds Capital World Gr&Inc R4
Price$66.13
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
HEOYX vs RWIEX Comparison Chart
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HEOYX vs. RWIEX commentary
Jan 31, 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 HEOYX is a Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. HEOYX (126M). RWIEX pays higher dividends than HEOYX: RWIEX (1.68) vs HEOYX (0.72). HEOYX was incepted earlier than RWIEX: HEOYX (9 years) vs RWIEX (23 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 annual gain was more profitable for investors over the last year : 12.32 vs. RWIEX (11.54). HEOYX return over 5 years is better than : 52.68 vs. RWIEX (36.03).
| HEOYX | RWIEX | HEOYX / 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 | 3.375 | 4.388 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.72 | 1.68 | 43% |
| Returns for 1 year | 12.32 | 11.54 | 107% |
| Returns for 3 years | 6.98 | 13.31 | 52% |
| Returns for 5 years | 52.68 | 36.03 | 146% |
| Returns for 10 years | N/A | 50.04 | - |
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