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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$17.10
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
HEOSX vs RWIEX Comparison Chart
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HEOSX vs. RWIEX commentary
Jun 07, 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: 131B vs. HEOSX (121M). RWIEX pays higher dividends than HEOSX: RWIEX (1.53) vs HEOSX (0.37). 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 : 6.35 vs. HEOSX (3.43). HEOSX return over 5 years is better than : 55.75 vs. RWIEX (45.88).
| 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 | 7.658 | 9.038 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 1.53 | 24% |
| Returns for 1 year | 3.43 | 6.35 | 54% |
| Returns for 3 years | 18.31 | 29.04 | 63% |
| Returns for 5 years | 55.75 | 45.88 | 122% |
| Returns for 10 years | N/A | 53.09 | - |
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