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HEOVX vs RWIEX
HEOVX vs RWIEX Comparison
Open Charts HEOVX vs RWIEX
Hartford Climate Opportunities R6
Price$17.59
Change+$0.16 (+0.92%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
HEOVX vs RWIEX Comparison Chart in %
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HEOVX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. HEOVX (124M). 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 : 10.99 vs. RWIEX (9.34). HEOVX return over 5 years is better than : 65.15 vs. RWIEX (52.95).
| HEOVX | RWIEX | HEOVX / RWIEX | |
| Total Expense Ratio | 0.69 | 0.76 | 91% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.119 | 13.565 | 97% |
| 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 | 1.46 | 51% |
| Returns for 1 year | 10.99 | 9.34 | 118% |
| Returns for 3 years | 39.52 | 50.20 | 79% |
| Returns for 5 years | 65.15 | 52.95 | 123% |
| Returns for 10 years | N/A | 62.87 | - |
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