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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$17.90
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.67M
American Funds Capital World Gr&Inc R4
Price$71.69
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets136.03B
HEOSX vs RWIEX Comparison Chart in %
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HEOSX vs. RWIEX commentary
Aug 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 HEOSX is a Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. HEOSX (123M). RWIEX pays higher dividends than HEOSX: RWIEX (1.46) vs HEOSX (0.35). HEOSX was incepted earlier than RWIEX: HEOSX (9 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: 108.00 vs. RWIEX (27.00). HEOSX has a lower initial minimum investment than RWIEX: HEOSX (0) vs RWIEX (250). HEOSX (14.53) and RWIEX (14.36) have marching annual gain over last year. RWIEX (47.04) and HEOSX (44.91) have equivalent 5 years return.
| HEOSX | RWIEX | HEOSX / RWIEX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.21 | 0.76 | 159% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.291 | 14.074 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.35 | 1.46 | 24% |
| Returns for 1 year | 14.53 | 14.36 | 101% |
| Returns for 3 years | 27.91 | 44.25 | 63% |
| Returns for 5 years | 44.91 | 47.04 | 95% |
| Returns for 10 years | N/A | 61.25 | - |
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