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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$18.27
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc R4
Price$74.64
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
HEOMX vs RWIEX Comparison Chart in %
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HEOMX vs. RWIEX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. HEOMX (122M). RWIEX pays higher dividends than HEOMX: RWIEX (1.43) vs HEOMX (0.27). 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 : 13.35 vs. HEOMX (7.22). RWIEX return over 5 years is better than : 52.81 vs. HEOMX (42.75).
| 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 | 13.956 | 19.077 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 141B | 0% |
| Annual Yield % from dividends | 0.27 | 1.43 | 19% |
| Returns for 1 year | 7.22 | 13.35 | 54% |
| Returns for 3 years | 34.02 | 58.93 | 58% |
| Returns for 5 years | 42.75 | 52.81 | 81% |
| Returns for 10 years | N/A | 81.18 | - |
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