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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$18.76
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets124.45M
American Funds Capital World Gr&Inc R4
Price$75.62
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
HEOMX vs RWIEX Comparison Chart in %
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HEOMX vs. RWIEX commentary
Oct 08, 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: 142B vs. HEOMX (124M). RWIEX pays higher dividends than HEOMX: RWIEX (1.38) vs HEOMX (0.26). HEOMX was incepted earlier than RWIEX: HEOMX (10 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: 75.00 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 : 12.24 vs. HEOMX (9.43). RWIEX return over 5 years is better than : 52.04 vs. HEOMX (39.74).
| HEOMX | RWIEX | HEOMX / RWIEX | |
| Total Expense Ratio | 1.17 | 0.76 | 154% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 18.069 | 20.640 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 142B | 0% |
| Annual Yield % from dividends | 0.26 | 1.38 | 19% |
| Returns for 1 year | 9.43 | 12.24 | 77% |
| Returns for 3 years | 50.49 | 69.20 | 73% |
| Returns for 5 years | 39.74 | 52.04 | 76% |
| Returns for 10 years | N/A | 78.67 | - |
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