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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$15.24
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets110.92M
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
HEOSX vs RWIEX Comparison Chart
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HEOSX vs. RWIEX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. HEOSX (111M). RWIEX pays higher dividends than HEOSX: RWIEX (1.63) vs HEOSX (0.39). HEOSX was incepted earlier than RWIEX: HEOSX (9 years) vs RWIEX (23 years). HEOSX (1.23) 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 : -0.93 vs. HEOSX (-1.94). HEOSX return over 5 years is better than : 63.55 vs. RWIEX (43.64).
| HEOSX | RWIEX | HEOSX / RWIEX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -4.304 | -3.723 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 0.39 | 1.63 | 24% |
| Returns for 1 year | -1.94 | -0.93 | 209% |
| Returns for 3 years | 2.70 | 10.96 | 25% |
| Returns for 5 years | 63.55 | 43.64 | 146% |
| Returns for 10 years | N/A | 32.80 | - |
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