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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$14.38
Change-$0.83 (-5.46%)
VolumeN/A
Net Assets113.49M
American Funds Capital World Gr&Inc R1
Price$57.27
Change-$3.68 (-6.04%)
VolumeN/A
Net Assets118.88B
HEOTX vs RWIAX Comparison Chart
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HEOTX vs. RWIAX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 119B vs. HEOTX (113M). RWIAX pays higher dividends than HEOTX: RWIAX (0.91) vs HEOTX (0.71). HEOTX was incepted earlier than RWIAX: HEOTX (9 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOTX (0.92). 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). RWIAX annual gain was more profitable for investors over the last year : -0.57 vs. HEOTX (-1.12). HEOTX return over 5 years is better than : 95.68 vs. RWIAX (64.09).
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.92 | 1.51 | 61% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.640 | 0.678 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 119B | 0% |
| Annual Yield % from dividends | 0.71 | 0.91 | 78% |
| Returns for 1 year | -1.12 | -0.57 | 198% |
| Returns for 3 years | 3.83 | 9.58 | 40% |
| Returns for 5 years | 95.68 | 64.09 | 149% |
| Returns for 10 years | N/A | 37.47 | - |
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