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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$18.36
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets120.85M
American Funds Capital World Gr&Inc R4
Price$74.85
Change+$0.23 (+0.31%)
VolumeN/A
Net Assets140.42B
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX commentary
Sep 17, 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: 140B vs. HEOYX (121M). RWIEX pays higher dividends than HEOYX: RWIEX (1.43) vs HEOYX (0.62). 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 : 13.26 vs. HEOYX (8.63). RWIEX return over 5 years is better than : 50.18 vs. HEOYX (42.89).
| 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 | 13.937 | 18.736 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 140B | 0% |
| Annual Yield % from dividends | 0.62 | 1.43 | 43% |
| Returns for 1 year | 8.63 | 13.26 | 65% |
| Returns for 3 years | 35.20 | 58.48 | 60% |
| Returns for 5 years | 42.89 | 50.18 | 85% |
| Returns for 10 years | N/A | 80.66 | - |
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