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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
Hartford Climate Opportunities I
Price$17.65
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets122.5M
American Funds Capital World Gr&Inc R3
Price$70.53
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets134.69B
HEOIX vs RWICX Comparison Chart in %
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HEOIX vs. RWICX commentary
Jul 03, 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: 135B vs. HEOIX (123M). RWICX pays higher dividends than HEOIX: RWICX (1.21) vs HEOIX (0.56). HEOIX was incepted earlier than RWICX: HEOIX (9 years) vs RWICX (23 years). RWICX (1.06) is less costly to investors than HEOIX (0.91). 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). HEOIX annual gain was more profitable for investors over the last year : 10.03 vs. RWICX (9.25). HEOIX return over 5 years is better than : 61.57 vs. RWICX (50.29).
| HEOIX | RWICX | HEOIX / RWICX | |
| Total Expense Ratio | 0.89 | 1.06 | 84% |
| Annual Report Gross Expense Ratio | 0.91 | 1.06 | 86% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 11.294 | 12.681 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.56 | 1.21 | 46% |
| Returns for 1 year | 10.03 | 9.25 | 108% |
| Returns for 3 years | 36.65 | 48.08 | 76% |
| Returns for 5 years | 61.57 | 50.29 | 122% |
| Returns for 10 years | N/A | 58.31 | - |
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