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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$18.42
Change-$0.18 (-0.97%)
VolumeN/A
Net Assets124.45M
American Funds Capital World Gr&Inc R4
Price$75.62
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
HEOSX vs RWIEX Comparison Chart in %
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HEOSX vs. RWIEX commentary
Oct 09, 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: 142B vs. HEOSX (124M). RWIEX pays higher dividends than HEOSX: RWIEX (1.38) vs HEOSX (0.34). HEOSX was incepted earlier than RWIEX: HEOSX (10 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: 75.00 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 : 12.24 vs. HEOSX (9.13). RWIEX return over 5 years is better than : 52.04 vs. HEOSX (40.02).
| HEOSX | RWIEX | HEOSX / RWIEX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.21 | 0.76 | 159% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.722 | 20.640 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 142B | 0% |
| Annual Yield % from dividends | 0.34 | 1.38 | 25% |
| Returns for 1 year | 9.13 | 12.24 | 75% |
| Returns for 3 years | 50.46 | 69.20 | 73% |
| Returns for 5 years | 40.02 | 52.04 | 77% |
| Returns for 10 years | N/A | 78.67 | - |
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