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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$17.94
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc R4
Price$74.64
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
HEOSX vs RWIEX Comparison Chart in %
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HEOSX vs. RWIEX commentary
Sep 18, 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 HEOSX is a Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. HEOSX (122M). RWIEX pays higher dividends than HEOSX: RWIEX (1.43) vs HEOSX (0.34). HEOSX was incepted earlier than RWIEX: HEOSX (10 years) vs RWIEX (23 years). HEOSX (1.21) is less costly to investors than RWIEX (0.76). HEOSX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). HEOSX has a lower initial minimum investment than RWIEX: HEOSX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 13.35 vs. HEOSX (6.94). RWIEX return over 5 years is better than : 52.81 vs. HEOSX (43.12).
| HEOSX | RWIEX | HEOSX / RWIEX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.21 | 0.76 | 159% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 13.671 | 19.077 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 141B | 0% |
| Annual Yield % from dividends | 0.34 | 1.43 | 24% |
| Returns for 1 year | 6.94 | 13.35 | 52% |
| Returns for 3 years | 34.18 | 58.93 | 58% |
| Returns for 5 years | 43.12 | 52.81 | 82% |
| Returns for 10 years | N/A | 81.18 | - |
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