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HEOVX vs RWIEX
HEOVX vs RWIEX Comparison
Open Charts HEOVX vs RWIEX
Hartford Climate Opportunities R6
Price$18.28
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
HEOVX vs RWIEX Comparison Chart in %
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HEOVX vs. RWIEX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. HEOVX (123M). RWIEX pays higher dividends than HEOVX: RWIEX (1.38) vs HEOVX (0.72). HEOVX was incepted earlier than RWIEX: HEOVX (10 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: 75.00 vs. RWIEX (27.00). HEOVX has a lower initial minimum investment than RWIEX: HEOVX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 10.89 vs. HEOVX (8.47). RWIEX return over 5 years is better than : 50.87 vs. HEOVX (40.60).
| HEOVX | RWIEX | HEOVX / RWIEX | |
| Total Expense Ratio | 0.69 | 0.76 | 91% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.878 | 20.098 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.72 | 1.38 | 52% |
| Returns for 1 year | 8.47 | 10.89 | 78% |
| Returns for 3 years | 49.18 | 67.15 | 73% |
| Returns for 5 years | 40.60 | 50.87 | 80% |
| Returns for 10 years | N/A | 77.39 | - |
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