HEOSX
Price
$17.75
Change
+$0.19 (+1.08%)
Updated
Jul 17 closing price
Net Assets
121.51M
RWIEX
Price
$71.16
Change
+$0.20 (+0.28%)
Updated
Jul 16 closing price
Net Assets
135.04B
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HEOSX vs RWIEX

Header iconHEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEXBanner chart's image
Hartford Climate Opportunities R4
Price$17.75
Change+$0.19 (+1.08%)
VolumeN/A
Net Assets121.51M
American Funds Capital World Gr&Inc R4
Price$71.16
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
HEOSX vs RWIEX Comparison Chart in %
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HEOSX vs. RWIEX commentary
Jul 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.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. HEOSX (122M). 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). RWIEX annual gain was more profitable for investors over the last year : 6.87 vs. HEOSX (5.81). HEOSX (49.89) and RWIEX (48.57) have equivalent 5 years return.
HEOSXRWIEXHEOSX / RWIEX
Total Expense Ratio1.110.76146%
Annual Report Gross Expense Ratio1.210.76159%
Fund Existence9 years23 years-
Gain YTD11.13913.23184%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets122M135B0%
Annual Yield % from dividends0.351.4624%
Returns for 1 year5.816.8785%
Returns for 3 years38.1051.8773%
Returns for 5 years49.8948.57103%
Returns for 10 yearsN/A57.59-
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