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HEOIX vs RWIGX
HEOIX vs RWIGX Comparison
Open Charts HEOIX vs RWIGX
Hartford Climate Opportunities I
Price$14.80
Change-$0.34 (-2.25%)
VolumeN/A
Net Assets111.77M
American Funds Capital World Gr&Inc R6
Price$59.73
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
HEOIX vs RWIGX Comparison Chart
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HEOIX vs. RWIGX 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 RWIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 117B vs. HEOIX (112M). RWIGX pays higher dividends than HEOIX: RWIGX (1.98) vs HEOIX (0.62). HEOIX was incepted earlier than RWIGX: HEOIX (9 years) vs RWIGX (16 years). HEOIX (0.93) is less costly to investors than RWIGX (0.41). HEOIX is a more actively managed with annual turnover of: 108.00 vs. RWIGX (27.00). RWIGX has a lower initial minimum investment than HEOIX: RWIGX (250) vs HEOIX (2000). RWIGX annual gain was more profitable for investors over the last year : -3.71 vs. HEOIX (-4.61). HEOIX return over 5 years is better than : 66.05 vs. RWIGX (48.57).
| HEOIX | RWIGX | HEOIX / RWIGX | |
| Total Expense Ratio | 0.89 | 0.41 | 217% |
| Annual Report Gross Expense Ratio | 0.93 | 0.41 | 227% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | -3.934 | -4.052 | 97% |
| 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 | 1.98 | 31% |
| Returns for 1 year | -4.61 | -3.71 | 124% |
| Returns for 3 years | 2.85 | 10.78 | 26% |
| Returns for 5 years | 66.05 | 48.57 | 136% |
| Returns for 10 years | N/A | 34.08 | - |
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