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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$18.09
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R1
Price$71.60
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEOVX vs RWIAX Comparison Chart in %
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HEOVX vs. RWIAX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 137B vs. HEOVX (126M). 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 : 14.65 vs. RWIAX (12.88). HEOVX return over 5 years is better than : 56.69 vs. RWIAX (47.16).
| 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 | 16.334 | 14.529 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.75 | 0.81 | 92% |
| Returns for 1 year | 14.65 | 12.88 | 114% |
| Returns for 3 years | 41.42 | 48.09 | 86% |
| Returns for 5 years | 56.69 | 47.16 | 120% |
| Returns for 10 years | N/A | 58.59 | - |
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