HEOVX
Price
$18.09
Change
+$0.12 (+0.67%)
Updated
Jul 25 closing price
Net Assets
125.84M
RWIEX
Price
$72.28
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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HEOVX vs RWIEX

Header iconHEOVX vs RWIEX Comparison
Open Charts HEOVX vs RWIEXBanner chart's image
Hartford Climate Opportunities R6
Price$18.09
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R4
Price$72.28
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
HEOVX vs RWIEX Comparison Chart in %
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HEOVX vs. RWIEX 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 RWIEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. HEOVX (126M). RWIEX pays higher dividends than HEOVX: RWIEX (1.46) vs HEOVX (0.75). HEOVX was incepted earlier than RWIEX: HEOVX (9 years) vs RWIEX (23 years). HEOVX (0.80) is less costly to investors than RWIEX (0.76). HEOVX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). HEOVX has a lower initial minimum investment than RWIEX: HEOVX (0) vs RWIEX (250). HEOVX annual gain was more profitable for investors over the last year : 14.65 vs. RWIEX (13.78). HEOVX return over 5 years is better than : 56.69 vs. RWIEX (51.20).
HEOVXRWIEXHEOVX / RWIEX
Total Expense Ratio0.690.7691%
Annual Report Gross Expense Ratio0.800.76105%
Fund Existence9 years23 years-
Gain YTD16.33415.013109%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.751.4651%
Returns for 1 year14.6513.78106%
Returns for 3 years41.4250.9981%
Returns for 5 years56.6951.20111%
Returns for 10 yearsN/A63.09-
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