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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$18.24
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.66M
American Funds Capital World Gr&Inc R1
Price$71.00
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets135.35B
HEOMX vs RWIAX Comparison Chart in %
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HEOMX vs. RWIAX commentary
Aug 10, 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 HEOMX is a Buy and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 135B vs. HEOMX (123M). RWIAX pays higher dividends than HEOMX: RWIAX (0.81) vs HEOMX (0.27). HEOMX was incepted earlier than RWIAX: HEOMX (9 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOMX (1.17). HEOMX is a more actively managed with annual turnover of: 108.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than HEOMX: RWIAX (250) vs HEOMX (2000). HEOMX annual gain was more profitable for investors over the last year : 14.59 vs. RWIAX (13.47). HEOMX (44.34) and RWIAX (43.11) have equivalent 5 years return.
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | 1.17 | 1.51 | 77% |
| Annual Report Gross Expense Ratio | 1.17 | 1.51 | 77% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.458 | 13.569 | 99% |
| Front Load | 6% | 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 | 0.27 | 0.81 | 33% |
| Returns for 1 year | 14.59 | 13.47 | 108% |
| Returns for 3 years | 27.71 | 41.49 | 67% |
| Returns for 5 years | 44.34 | 43.11 | 103% |
| Returns for 10 years | N/A | 56.82 | - |