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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$17.39
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
HEOMX vs RWIEX Comparison Chart
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HEOMX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. HEOMX (121M). RWIEX pays higher dividends than HEOMX: RWIEX (1.53) vs HEOMX (0.29). 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 : 6.35 vs. HEOMX (3.41). HEOMX return over 5 years is better than : 55.03 vs. RWIEX (45.88).
| 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 | 7.788 | 9.038 | 86% |
| 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 | 1.53 | 19% |
| Returns for 1 year | 3.41 | 6.35 | 54% |
| Returns for 3 years | 17.99 | 29.04 | 62% |
| Returns for 5 years | 55.03 | 45.88 | 120% |
| Returns for 10 years | N/A | 53.09 | - |
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