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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$18.24
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.66M
American Funds Capital World Gr&Inc R4
Price$71.69
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets135.35B
HEOMX vs RWIEX Comparison Chart in %
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HEOMX vs. RWIEX commentary
Aug 10, 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: 135B vs. HEOMX (123M). RWIEX pays higher dividends than HEOMX: RWIEX (1.46) vs HEOMX (0.27). 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). HEOMX (14.59) and RWIEX (14.36) have marching annual gain over last year. RWIEX return over 5 years is better than : 47.04 vs. HEOMX (44.34).
| 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 | 13.458 | 14.074 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.27 | 1.46 | 19% |
| Returns for 1 year | 14.59 | 14.36 | 102% |
| Returns for 3 years | 27.71 | 44.25 | 63% |
| Returns for 5 years | 44.34 | 47.04 | 94% |
| Returns for 10 years | N/A | 61.25 | - |
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