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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$17.39
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R1
Price$68.18
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
HEOMX vs RWIAX Comparison Chart
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HEOMX vs. RWIAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 131B vs. HEOMX (121M). RWIAX pays higher dividends than HEOMX: RWIAX (0.85) vs HEOMX (0.29). 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). RWIAX annual gain was more profitable for investors over the last year : 5.53 vs. HEOMX (3.41). HEOMX return over 5 years is better than : 55.03 vs. RWIAX (42.21).
| 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 | 7.788 | 8.698 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.29 | 0.85 | 34% |
| Returns for 1 year | 3.41 | 5.53 | 62% |
| Returns for 3 years | 17.99 | 26.81 | 67% |
| Returns for 5 years | 55.03 | 42.21 | 130% |
| Returns for 10 years | N/A | 49.17 | - |