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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
Hartford Climate Opportunities I
Price$17.09
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R3
Price$68.46
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
HEOIX vs RWICX Comparison Chart
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HEOIX vs. RWICX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 131B vs. HEOIX (121M). RWICX pays higher dividends than HEOIX: RWICX (1.26) vs HEOIX (0.58). 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). RWICX annual gain was more profitable for investors over the last year : 6.00 vs. HEOIX (3.67). HEOIX return over 5 years is better than : 56.74 vs. RWICX (44.37).
| 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 | 7.868 | 8.899 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.58 | 1.26 | 46% |
| Returns for 1 year | 3.67 | 6.00 | 61% |
| Returns for 3 years | 18.96 | 28.12 | 67% |
| Returns for 5 years | 56.74 | 44.37 | 128% |
| Returns for 10 years | N/A | 51.42 | - |
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