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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$17.77
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets122.03M
American Funds Capital World Gr&Inc R1
Price$70.64
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX commentary
Aug 08, 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 HEOTX is a Buy and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 135B vs. HEOTX (122M). RWIAX pays higher dividends than HEOTX: RWIAX (0.81) vs HEOTX (0.62). HEOTX was incepted earlier than RWIAX: HEOTX (9 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOTX (0.89). HEOTX is a more actively managed with annual turnover of: 108.00 vs. RWIAX (27.00). HEOTX has a lower initial minimum investment than RWIAX: HEOTX (0) vs RWIAX (250). HEOTX annual gain was more profitable for investors over the last year : 16.45 vs. RWIAX (15.49). HEOTX return over 5 years is better than : 45.51 vs. RWIAX (42.39).
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.89 | 1.51 | 59% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.116 | 12.993 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.62 | 0.81 | 76% |
| Returns for 1 year | 16.45 | 15.49 | 106% |
| Returns for 3 years | 27.89 | 39.99 | 70% |
| Returns for 5 years | 45.51 | 42.39 | 107% |
| Returns for 10 years | N/A | 54.48 | - |
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