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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$17.88
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets121.52M
American Funds Capital World Gr&Inc R4
Price$71.16
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. HEOYX (122M). RWIEX pays higher dividends than HEOYX: RWIEX (1.46) vs HEOYX (0.64). 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 : 6.87 vs. HEOYX (4.57). HEOYX return over 5 years is better than : 51.85 vs. RWIEX (48.57).
| 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 | 11.625 | 13.231 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.64 | 1.46 | 44% |
| Returns for 1 year | 4.57 | 6.87 | 67% |
| Returns for 3 years | 39.73 | 51.87 | 77% |
| Returns for 5 years | 51.85 | 48.57 | 107% |
| Returns for 10 years | N/A | 57.59 | - |