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HEONX vs RWIEX
HEONX vs RWIEX Comparison
Open Charts HEONX vs RWIEX
Hartford Climate Opportunities C
Price$16.85
Change+$0.10 (+0.60%)
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
HEONX vs RWIEX Comparison Chart
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HEONX 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 HEONX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. HEONX (121M). RWIEX pays higher dividends than HEONX: RWIEX (1.53) vs HEONX (0.00). HEONX was incepted earlier than RWIEX: HEONX (9 years) vs RWIEX (23 years). HEONX (1.96) is less costly to investors than RWIEX (0.76). HEONX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEONX: RWIEX (250) vs HEONX (2000). RWIEX annual gain was more profitable for investors over the last year : 6.35 vs. HEONX (2.57). HEONX return over 5 years is better than : 49.15 vs. RWIEX (45.88).
| HEONX | RWIEX | HEONX / RWIEX | |
| Total Expense Ratio | 1.94 | 0.76 | 255% |
| Annual Report Gross Expense Ratio | 1.96 | 0.76 | 258% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.372 | 9.038 | 82% |
| Front Load | N/A | 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 | 0.00 | 1.53 | - |
| Returns for 1 year | 2.57 | 6.35 | 40% |
| Returns for 3 years | 15.28 | 29.04 | 53% |
| Returns for 5 years | 49.15 | 45.88 | 107% |
| Returns for 10 years | N/A | 53.09 | - |
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