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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.67M
American Funds Capital World Gr&Inc R4
Price$71.69
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets136.03B
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX commentary
Aug 10, 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 HEOYX is a Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. HEOYX (123M). RWIEX pays higher dividends than HEOYX: RWIEX (1.46) vs HEOYX (0.63). HEOYX was incepted earlier than RWIEX: HEOYX (9 years) vs RWIEX (23 years). HEOYX (0.90) is less costly to investors than RWIEX (0.76). HEOYX is a more actively managed with annual turnover of: 108.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEOYX: RWIEX (250) vs HEOYX (250000). HEOYX annual gain was more profitable for investors over the last year : 15.25 vs. RWIEX (14.36). RWIEX (47.04) and HEOYX (46.90) have equivalent 5 years return.
| HEOYX | RWIEX | HEOYX / RWIEX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.90 | 0.76 | 118% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.937 | 14.074 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.63 | 1.46 | 43% |
| Returns for 1 year | 15.25 | 14.36 | 106% |
| Returns for 3 years | 29.40 | 44.25 | 66% |
| Returns for 5 years | 46.90 | 47.04 | 100% |
| Returns for 10 years | N/A | 61.25 | - |
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