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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$18.02
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets123.18M
American Funds Capital World Gr&Inc R1
Price$72.24
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX commentary
Aug 29, 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: 137B vs. HEOTX (123M). RWIAX pays higher dividends than HEOTX: RWIAX (0.81) vs HEOTX (0.62). HEOTX was incepted earlier than RWIAX: HEOTX (10 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: 75.00 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 : 10.49 vs. RWIAX (9.75). HEOTX (42.41) and RWIAX (40.39) have equivalent 5 years return.
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.89 | 1.51 | 59% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.843 | 15.553 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 137B | 0% |
| Annual Yield % from dividends | 0.62 | 0.81 | 76% |
| Returns for 1 year | 10.49 | 9.75 | 108% |
| Returns for 3 years | 32.45 | 46.67 | 70% |
| Returns for 5 years | 42.41 | 40.39 | 105% |
| Returns for 10 years | N/A | 69.85 | - |
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