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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$18.27
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc R1
Price$73.99
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
HEOMX vs RWIAX Comparison Chart in %
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HEOMX vs. RWIAX commentary
Sep 18, 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: 141B vs. HEOMX (122M). RWIAX pays higher dividends than HEOMX: RWIAX (0.80) vs HEOMX (0.27). HEOMX was incepted earlier than RWIAX: HEOMX (10 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: 75.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than HEOMX: RWIAX (250) vs HEOMX (2000). RWIAX annual gain was more profitable for investors over the last year : 12.46 vs. HEOMX (7.22). RWIAX return over 5 years is better than : 48.45 vs. HEOMX (42.75).
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | 1.17 | 1.51 | 77% |
| Annual Report Gross Expense Ratio | 1.17 | 1.51 | 77% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 13.956 | 18.445 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 141B | 0% |
| Annual Yield % from dividends | 0.27 | 0.80 | 34% |
| Returns for 1 year | 7.22 | 12.46 | 58% |
| Returns for 3 years | 34.02 | 55.60 | 61% |
| Returns for 5 years | 42.75 | 48.45 | 88% |
| Returns for 10 years | N/A | 75.86 | - |
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