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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$18.38
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets119M
American Funds Capital World Gr&Inc R1
Price$73.76
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
HEOMX vs RWIAX Comparison Chart in %
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HEOMX vs. RWIAX commentary
Nov 19, 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 Hold and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 140B vs. HEOMX (119M). RWIAX pays higher dividends than HEOMX: RWIAX (0.74) vs HEOMX (0.26). 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 : 11.26 vs. HEOMX (9.22). RWIAX return over 5 years is better than : 37.50 vs. HEOMX (28.41).
| 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 | 15.265 | 18.077 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 140B | 0% |
| Annual Yield % from dividends | 0.26 | 0.74 | 35% |
| Returns for 1 year | 9.22 | 11.26 | 82% |
| Returns for 3 years | 30.38 | 47.48 | 64% |
| Returns for 5 years | 28.41 | 37.50 | 76% |
| Returns for 10 years | N/A | 68.77 | - |
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