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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$18.08
Change+$0.19 (+1.06%)
VolumeN/A
Net Assets121.51M
American Funds Capital World Gr&Inc R4
Price$71.45
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
HEOMX vs RWIEX Comparison Chart in %
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HEOMX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. HEOMX (122M). RWIEX pays higher dividends than HEOMX: RWIEX (1.46) vs HEOMX (0.28). HEOMX was incepted earlier than RWIEX: HEOMX (9 years) vs RWIEX (23 years). HEOMX (1.17) is less costly to investors than RWIEX (0.76). HEOMX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEOMX: RWIEX (250) vs HEOMX (2000). RWIEX annual gain was more profitable for investors over the last year : 8.93 vs. HEOMX (6.06). HEOMX (49.50) and RWIEX (49.17) have equivalent 5 years return.
| HEOMX | RWIEX | HEOMX / RWIEX | |
| Total Expense Ratio | 1.17 | 0.76 | 154% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 11.464 | 13.692 | 84% |
| 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 | 1.46 | 19% |
| Returns for 1 year | 6.06 | 8.93 | 68% |
| Returns for 3 years | 38.07 | 52.61 | 72% |
| Returns for 5 years | 49.50 | 49.17 | 101% |
| Returns for 10 years | N/A | 58.39 | - |
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