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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$16.45
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets119.18M
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
HEOSX vs RWIEX Comparison Chart
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HEOSX vs. RWIEX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. HEOSX (119M). RWIEX pays higher dividends than HEOSX: RWIEX (1.61) vs HEOSX (0.39). 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). RWIEX annual gain was more profitable for investors over the last year : 2.20 vs. HEOSX (-0.09). HEOSX return over 5 years is better than : 72.63 vs. RWIEX (50.99).
| 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 | 4.114 | 2.832 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 125B | 0% |
| Annual Yield % from dividends | 0.39 | 1.61 | 24% |
| Returns for 1 year | -0.09 | 2.20 | -4% |
| Returns for 3 years | 23.08 | 30.44 | 76% |
| Returns for 5 years | 72.63 | 50.99 | 142% |
| Returns for 10 years | N/A | 41.81 | - |
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