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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$16.69
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets119.18M
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
HEOYX vs RWIEX Comparison Chart
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HEOYX vs. RWIEX commentary
May 12, 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: 125B vs. HEOYX (119M). RWIEX pays higher dividends than HEOYX: RWIEX (1.61) vs HEOYX (0.70). 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 : 2.20 vs. HEOYX (0.23). HEOYX return over 5 years is better than : 74.47 vs. RWIEX (50.99).
| 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 | 4.313 | 2.832 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 125B | 0% |
| Annual Yield % from dividends | 0.70 | 1.61 | 43% |
| Returns for 1 year | 0.23 | 2.20 | 10% |
| Returns for 3 years | 24.14 | 30.44 | 79% |
| Returns for 5 years | 74.47 | 50.99 | 146% |
| Returns for 10 years | N/A | 41.81 | - |
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