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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$15.45
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets110.92M
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
HEOYX vs RWIEX Comparison Chart
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HEOYX vs. RWIEX commentary
Apr 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 HEOYX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. HEOYX (111M). RWIEX pays higher dividends than HEOYX: RWIEX (1.63) vs HEOYX (0.71). HEOYX was incepted earlier than RWIEX: HEOYX (9 years) vs RWIEX (23 years). HEOYX (0.92) 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). RWIEX annual gain was more profitable for investors over the last year : -0.93 vs. HEOYX (-1.01). HEOYX return over 5 years is better than : 67.42 vs. RWIEX (43.64).
| HEOYX | RWIEX | HEOYX / RWIEX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.92 | 0.76 | 121% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -2.938 | -3.723 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 0.71 | 1.63 | 44% |
| Returns for 1 year | -1.01 | -0.93 | 109% |
| Returns for 3 years | 4.32 | 10.96 | 39% |
| Returns for 5 years | 67.42 | 43.64 | 154% |
| Returns for 10 years | N/A | 32.80 | - |
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