HEOTX
Price
$15.66
Change
+$0.35 (+2.29%)
Updated
Apr 24 closing price
Net Assets
113.06M
RWIAX
Price
$62.35
Change
+$0.98 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
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HEOTX vs RWIAX

Header iconHEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAXBanner chart's image
Hartford Climate Opportunities R5
Price$15.66
Change+$0.35 (+2.29%)
VolumeN/A
Net Assets113.06M
American Funds Capital World Gr&Inc R1
Price$62.35
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
HEOTX vs RWIAX Comparison Chart
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HEOTX vs. RWIAX commentary
Apr 25, 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.

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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 : 0.64 vs. HEOTX (-1.04). HEOTX return over 5 years is better than : 70.36 vs. RWIAX (47.29).
HEOTXRWIAXHEOTX / RWIAX
Total Expense Ratio0.811.5154%
Annual Report Gross Expense Ratio0.921.5161%
Fund Existence9 years23 years-
Gain YTD-2.047-0.597343%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets113M119B0%
Annual Yield % from dividends0.710.9178%
Returns for 1 year-1.040.64-162%
Returns for 3 years8.4516.4951%
Returns for 5 years70.3647.29149%
Returns for 10 yearsN/A32.38-
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