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HEOVX vs RWIEX
HEOVX vs RWIEX Comparison
Open Charts HEOVX vs RWIEX
Hartford Climate Opportunities R6
Price$17.93
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
American Funds Capital World Gr&Inc R4
Price$72.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
HEOVX vs RWIEX Comparison Chart in %
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HEOVX vs. RWIEX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. HEOVX (124M). RWIEX pays higher dividends than HEOVX: RWIEX (1.46) vs HEOVX (0.73). 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 : 13.14 vs. RWIEX (11.43). RWIEX (47.54) and HEOVX (47.32) have equivalent 5 years return.
| 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 | 15.305 | 15.474 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.73 | 1.46 | 50% |
| Returns for 1 year | 13.14 | 11.43 | 115% |
| Returns for 3 years | 26.19 | 41.24 | 64% |
| Returns for 5 years | 47.32 | 47.54 | 100% |
| Returns for 10 years | N/A | 64.31 | - |
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