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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$17.59
Change+$0.16 (+0.92%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R1
Price$70.74
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEOVX vs RWIAX Comparison Chart in %
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HEOVX vs. RWIAX commentary
Jul 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 HEOVX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 136B vs. HEOVX (124M). RWIAX pays higher dividends than HEOVX: RWIAX (0.81) vs HEOVX (0.75). HEOVX was incepted earlier than RWIAX: HEOVX (9 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOVX (0.80). HEOVX is a more actively managed with annual turnover of: 108.00 vs. RWIAX (27.00). HEOVX has a lower initial minimum investment than RWIAX: HEOVX (0) vs RWIAX (250). HEOVX annual gain was more profitable for investors over the last year : 10.99 vs. RWIAX (8.49). HEOVX return over 5 years is better than : 65.15 vs. RWIAX (48.85).
| HEOVX | RWIAX | HEOVX / RWIAX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.51 | 53% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.119 | 13.153 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.75 | 0.81 | 92% |
| Returns for 1 year | 10.99 | 8.49 | 130% |
| Returns for 3 years | 39.52 | 47.32 | 84% |
| Returns for 5 years | 65.15 | 48.85 | 133% |
| Returns for 10 years | N/A | 58.41 | - |
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