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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$18.76
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets124.45M
American Funds Capital World Gr&Inc R4
Price$75.62
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX commentary
Oct 08, 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: 142B vs. HEOYX (124M). RWIEX pays higher dividends than HEOYX: RWIEX (1.38) vs HEOYX (0.61). HEOYX was incepted earlier than RWIEX: HEOYX (10 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: 75.00 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 : 12.24 vs. HEOYX (9.87). RWIEX return over 5 years is better than : 52.04 vs. HEOYX (41.97).
| HEOYX | RWIEX | HEOYX / RWIEX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.90 | 0.76 | 118% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 18.438 | 20.640 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 142B | 0% |
| Annual Yield % from dividends | 0.61 | 1.38 | 44% |
| Returns for 1 year | 9.87 | 12.24 | 81% |
| Returns for 3 years | 52.20 | 69.20 | 75% |
| Returns for 5 years | 41.97 | 52.04 | 81% |
| Returns for 10 years | N/A | 78.67 | - |
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