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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
American Funds Capital World Gr&Inc R1
Price$73.82
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX commentary
Nov 20, 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 Hold and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 139B vs. HEOTX (118M). RWIAX pays higher dividends than HEOTX: RWIAX (0.74) vs HEOTX (0.59). 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). RWIAX annual gain was more profitable for investors over the last year : 11.31 vs. HEOTX (8.63). RWIAX return over 5 years is better than : 37.76 vs. HEOTX (29.11).
| 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 | 14.907 | 18.173 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 139B | 0% |
| Annual Yield % from dividends | 0.59 | 0.74 | 80% |
| Returns for 1 year | 8.63 | 11.31 | 76% |
| Returns for 3 years | 30.93 | 47.60 | 65% |
| Returns for 5 years | 29.11 | 37.76 | 77% |
| Returns for 10 years | N/A | 68.91 | - |
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