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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$16.97
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R1
Price$68.18
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
HEOTX vs RWIAX Comparison Chart
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HEOTX vs. RWIAX commentary
Jun 07, 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: 131B vs. HEOTX (121M). RWIAX pays higher dividends than HEOTX: RWIAX (0.85) vs HEOTX (0.66). 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). RWIAX annual gain was more profitable for investors over the last year : 5.53 vs. HEOTX (3.72). HEOTX return over 5 years is better than : 57.11 vs. RWIAX (42.21).
| 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 | 7.933 | 8.698 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 0.85 | 77% |
| Returns for 1 year | 3.72 | 5.53 | 67% |
| Returns for 3 years | 19.25 | 26.81 | 72% |
| Returns for 5 years | 57.11 | 42.21 | 135% |
| Returns for 10 years | N/A | 49.17 | - |
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