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HEONX vs RWIEX
HEONX vs RWIEX Comparison
Open Charts HEONX vs RWIEX
Hartford Climate Opportunities C
Price$17.53
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.77M
American Funds Capital World Gr&Inc R4
Price$71.54
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
HEONX vs RWIEX Comparison Chart in %
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HEONX vs. RWIEX commentary
Jul 19, 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: 136B vs. HEONX (123M). RWIEX pays higher dividends than HEONX: RWIEX (1.46) 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 : 8.93 vs. HEONX (6.32). RWIEX return over 5 years is better than : 49.17 vs. HEONX (45.35).
| 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 | 12.179 | 13.692 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | 6.32 | 8.93 | 71% |
| Returns for 3 years | 36.29 | 52.61 | 69% |
| Returns for 5 years | 45.35 | 49.17 | 92% |
| Returns for 10 years | N/A | 58.39 | - |
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