Interact to see
Advertisement
Advertisement
HEOTX vs RWIHX
HEOTX vs RWIHX Comparison
Open Charts HEOTX vs RWIHX
Hartford Climate Opportunities R5
Price$17.86
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc R5E
Price$74.95
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
HEOTX vs RWIHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOTX vs. RWIHX commentary
Sep 17, 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 RWIHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 141B vs. HEOTX (122M). RWIHX pays higher dividends than HEOTX: RWIHX (1.61) vs HEOTX (0.62). HEOTX was incepted earlier than RWIHX: HEOTX (10 years) vs RWIHX (10 years). HEOTX (0.89) is less costly to investors than RWIHX (0.56). HEOTX is a more actively managed with annual turnover of: 75.00 vs. RWIHX (27.00). HEOTX has a lower initial minimum investment than RWIHX: HEOTX (0) vs RWIHX (250). RWIHX annual gain was more profitable for investors over the last year : 13.90 vs. HEOTX (8.58). RWIHX return over 5 years is better than : 53.11 vs. HEOTX (44.47).
| HEOTX | RWIHX | HEOTX / RWIHX | |
| Total Expense Ratio | 0.81 | 0.56 | 145% |
| Annual Report Gross Expense Ratio | 0.89 | 0.56 | 159% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 14.715 | 19.656 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 141B | 0% |
| Annual Yield % from dividends | 0.62 | 1.61 | 38% |
| Returns for 1 year | 8.58 | 13.90 | 62% |
| Returns for 3 years | 36.02 | 60.37 | 60% |
| Returns for 5 years | 44.47 | 53.11 | 84% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USEMX | 25.60 | N/A | N/A |
| Victory Emerging Markets | |||
| PPUMX | 13.87 | N/A | N/A |
| Principal LargeCap Growth I R3 | |||
| BIGRX | 39.33 | N/A | N/A |
| American Century Discplnd Cor Val Inv | |||
| GSIOX | 30.82 | N/A | N/A |
| Goldman Sachs Small Cap Gr Insghts Instl | |||
| FWCBX | 79.06 | -0.06 | -0.08% |
| American Funds Capital Income Bldr 529F3 | |||