Interact to see
Advertisement
Advertisement
HEOIX vs RWIGX
HEOIX vs RWIGX Comparison
Open Charts HEOIX vs RWIGX
Hartford Climate Opportunities I
Price$17.65
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets122.5M
American Funds Capital World Gr&Inc R6
Price$71.12
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
HEOIX vs RWIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOIX vs. RWIGX 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 RWIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 135B vs. HEOIX (123M). RWIGX pays higher dividends than HEOIX: RWIGX (1.77) vs HEOIX (0.56). HEOIX was incepted earlier than RWIGX: HEOIX (9 years) vs RWIGX (16 years). HEOIX (0.91) 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). HEOIX (10.03) and RWIGX (9.99) have marching annual gain over last year. HEOIX return over 5 years is better than : 61.57 vs. RWIGX (53.89).
| HEOIX | RWIGX | HEOIX / RWIGX | |
| Total Expense Ratio | 0.89 | 0.41 | 217% |
| Annual Report Gross Expense Ratio | 0.91 | 0.41 | 222% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 11.294 | 13.039 | 87% |
| 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 | 1.77 | 31% |
| Returns for 1 year | 10.03 | 9.99 | 100% |
| Returns for 3 years | 36.65 | 50.60 | 72% |
| Returns for 5 years | 61.57 | 53.89 | 114% |
| Returns for 10 years | N/A | 62.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement