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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
Hartford Climate Opportunities I
Price$14.80
Change-$0.34 (-2.25%)
VolumeN/A
Net Assets111.77M
American Funds Capital World Gr&Inc R3
Price$59.23
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
HEOIX vs RWICX Comparison Chart
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HEOIX vs. RWICX commentary
Apr 11, 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 HEOIX is a Buy and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 117B vs. HEOIX (112M). RWICX pays higher dividends than HEOIX: RWICX (1.35) vs HEOIX (0.62). HEOIX was incepted earlier than RWICX: HEOIX (9 years) vs RWICX (23 years). RWICX (1.06) is less costly to investors than HEOIX (0.93). HEOIX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HEOIX: RWICX (250) vs HEOIX (2000). RWICX annual gain was more profitable for investors over the last year : -4.38 vs. HEOIX (-4.61). HEOIX return over 5 years is better than : 66.05 vs. RWICX (45.30).
| HEOIX | RWICX | HEOIX / RWICX | |
| Total Expense Ratio | 0.89 | 1.06 | 84% |
| Annual Report Gross Expense Ratio | 0.93 | 1.06 | 88% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -3.934 | -4.225 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 117B | 0% |
| Annual Yield % from dividends | 0.62 | 1.35 | 46% |
| Returns for 1 year | -4.61 | -4.38 | 105% |
| Returns for 3 years | 2.85 | 9.13 | 31% |
| Returns for 5 years | 66.05 | 45.30 | 146% |
| Returns for 10 years | N/A | 31.04 | - |
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