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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$18.08
Change+$0.19 (+1.06%)
VolumeN/A
Net Assets121.51M
American Funds Capital World Gr&Inc R1
Price$70.80
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
HEOMX vs RWIAX Comparison Chart in %
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HEOMX vs. RWIAX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 135B vs. HEOMX (122M). RWIAX pays higher dividends than HEOMX: RWIAX (0.81) vs HEOMX (0.28). 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 : 8.08 vs. HEOMX (6.06). HEOMX return over 5 years is better than : 49.50 vs. RWIAX (45.20).
| 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 | 11.464 | 13.249 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.28 | 0.81 | 34% |
| Returns for 1 year | 6.06 | 8.08 | 75% |
| Returns for 3 years | 38.07 | 49.67 | 77% |
| Returns for 5 years | 49.50 | 45.20 | 110% |
| Returns for 10 years | N/A | 54.05 | - |
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