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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
Hartford Climate Opportunities R6
Price$16.76
Change-$0.23 (-1.35%)
VolumeN/A
Net Assets122.47M
American Funds Capital World Gr&Inc R1
Price$67.93
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
HEOVX vs RWIAX Comparison Chart
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HEOVX vs. RWIAX commentary
Jun 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 HEOVX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 132B vs. HEOVX (122M). RWIAX pays higher dividends than HEOVX: RWIAX (0.85) vs HEOVX (0.78). 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). RWIAX annual gain was more profitable for investors over the last year : 5.47 vs. HEOVX (4.72). HEOVX return over 5 years is better than : 67.23 vs. RWIAX (47.93).
| 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 | 9.260 | 8.659 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 132B | 0% |
| Annual Yield % from dividends | 0.78 | 0.85 | 91% |
| Returns for 1 year | 4.72 | 5.47 | 86% |
| Returns for 3 years | 35.49 | 41.21 | 86% |
| Returns for 5 years | 67.23 | 47.93 | 140% |
| Returns for 10 years | N/A | 48.05 | - |
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