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HEOTX vs RWIHX
HEOTX vs RWIHX Comparison
Open Charts HEOTX vs RWIHX
Hartford Climate Opportunities R5
Price$17.61
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets123.05M
American Funds Capital World Gr&Inc R5E
Price$71.33
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets135.68B
HEOTX vs RWIHX Comparison Chart in %
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HEOTX vs. RWIHX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. HEOTX (123M). RWIHX pays higher dividends than HEOTX: RWIHX (1.64) vs HEOTX (0.63). HEOTX was incepted earlier than RWIHX: HEOTX (9 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: 108.00 vs. RWIHX (27.00). HEOTX has a lower initial minimum investment than RWIHX: HEOTX (0) vs RWIHX (250). RWIHX (7.94) and HEOTX (7.81) have marching annual gain over last year. HEOTX return over 5 years is better than : 58.30 vs. RWIHX (50.75).
| HEOTX | RWIHX | HEOTX / RWIHX | |
| Total Expense Ratio | 0.81 | 0.56 | 145% |
| Annual Report Gross Expense Ratio | 0.89 | 0.56 | 159% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 12.668 | 13.526 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.63 | 1.64 | 39% |
| Returns for 1 year | 7.81 | 7.94 | 98% |
| Returns for 3 years | 41.21 | 53.56 | 77% |
| Returns for 5 years | 58.30 | 50.75 | 115% |
| Returns for 10 years | N/A | N/A | - |
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