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HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$18.55
Change-$0.14 (-0.75%)
VolumeN/A
Net Assets124.82M
American Funds Capital World Gr&Inc R4
Price$75.82
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
HEORX vs RWIEX Comparison Chart in %
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HEORX vs. RWIEX commentary
Oct 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 HEORX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 143B vs. HEORX (125M). RWIEX pays higher dividends than HEORX: RWIEX (1.38) vs HEORX (0.07). HEORX was incepted earlier than RWIEX: HEORX (10 years) vs RWIEX (23 years). HEORX (1.51) is less costly to investors than RWIEX (0.76). HEORX is a more actively managed with annual turnover of: 75.00 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 : 11.91 vs. HEORX (8.57). RWIEX return over 5 years is better than : 51.33 vs. HEORX (38.26).
| HEORX | RWIEX | HEORX / RWIEX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 18.142 | 20.959 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 143B | 0% |
| Annual Yield % from dividends | 0.07 | 1.38 | 5% |
| Returns for 1 year | 8.57 | 11.91 | 72% |
| Returns for 3 years | 50.17 | 71.04 | 71% |
| Returns for 5 years | 38.26 | 51.33 | 75% |
| Returns for 10 years | N/A | 79.06 | - |
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