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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$17.71
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R1
Price$73.53
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
HEOVX vs RWIAX Comparison Chart in %
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HEOVX vs. RWIAX commentary
Sep 27, 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 Hold and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 141B vs. HEOVX (121M). RWIAX pays higher dividends than HEOVX: RWIAX (0.80) vs HEOVX (0.73). HEOVX was incepted earlier than RWIAX: HEOVX (10 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: 75.00 vs. RWIAX (27.00). HEOVX has a lower initial minimum investment than RWIAX: HEOVX (0) vs RWIAX (250). RWIAX annual gain was more profitable for investors over the last year : 9.50 vs. HEOVX (5.89). RWIAX (50.05) and HEOVX (48.48) have equivalent 5 years return.
| HEOVX | RWIAX | HEOVX / RWIAX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.51 | 53% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.469 | 17.708 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 141B | 0% |
| Annual Yield % from dividends | 0.73 | 0.80 | 91% |
| Returns for 1 year | 5.89 | 9.50 | 62% |
| Returns for 3 years | 46.72 | 65.26 | 72% |
| Returns for 5 years | 48.48 | 50.05 | 97% |
| Returns for 10 years | N/A | 83.79 | - |
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