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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$17.28
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets121.33M
American Funds Capital World Gr&Inc R4
Price$68.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
HEOYX vs RWIEX Comparison Chart
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HEOYX vs. RWIEX commentary
Jun 06, 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: 131B vs. HEOYX (121M). RWIEX pays higher dividends than HEOYX: RWIEX (1.53) vs HEOYX (0.66). 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). RWIEX annual gain was more profitable for investors over the last year : 6.13 vs. HEOYX (2.98). HEOYX return over 5 years is better than : 57.27 vs. RWIEX (45.35).
| 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 | 7.813 | 8.642 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 1.53 | 43% |
| Returns for 1 year | 2.98 | 6.13 | 49% |
| Returns for 3 years | 19.96 | 29.48 | 68% |
| Returns for 5 years | 57.27 | 45.35 | 126% |
| Returns for 10 years | N/A | 52.30 | - |