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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets119.69M
American Funds Capital World Gr&Inc R4
Price$70.26
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
HEOSX vs RWIEX Comparison Chart in %
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HEOSX vs. RWIEX commentary
Jun 27, 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: 133B vs. HEOSX (120M). 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 : 9.12 vs. HEOSX (6.29). HEOSX return over 5 years is better than : 62.50 vs. RWIEX (55.75).
| 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 | 8.291 | 11.799 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 133B | 0% |
| Annual Yield % from dividends | 0.37 | 1.53 | 24% |
| Returns for 1 year | 6.29 | 9.12 | 69% |
| Returns for 3 years | 30.23 | 44.89 | 67% |
| Returns for 5 years | 62.50 | 55.75 | 112% |
| Returns for 10 years | N/A | 59.52 | - |
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