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HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$15.46
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets112.31M
American Funds Capital World Gr&Inc R4
Price$61.94
Change+$0.83 (+1.36%)
VolumeN/A
Net Assets117.94B
HEORX vs RWIEX Comparison Chart
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HEORX vs. RWIEX commentary
Apr 25, 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 HEORX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 118B vs. HEORX (112M). RWIEX pays higher dividends than HEORX: RWIEX (1.63) vs HEORX (0.09). HEORX was incepted earlier than RWIEX: HEORX (9 years) vs RWIEX (23 years). HEORX (1.53) is less costly to investors than RWIEX (0.76). HEORX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). HEORX has a lower initial minimum investment than RWIEX: HEORX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : -1.48 vs. HEORX (-2.08). HEORX return over 5 years is better than : 65.94 vs. RWIEX (46.71).
| HEORX | RWIEX | HEORX / RWIEX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.53 | 0.76 | 201% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -2.971 | -3.248 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 118B | 0% |
| Annual Yield % from dividends | 0.09 | 1.63 | 5% |
| Returns for 1 year | -2.08 | -1.48 | 140% |
| Returns for 3 years | 5.14 | 14.79 | 35% |
| Returns for 5 years | 65.94 | 46.71 | 141% |
| Returns for 10 years | N/A | 31.87 | - |
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