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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
Hartford Climate Opportunities I
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
American Funds Capital World Gr&Inc R3
Price$74.77
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HEOIX vs RWICX Comparison Chart in %
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HEOIX vs. RWICX commentary
Oct 19, 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 HEOIX is a Buy and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 141B vs. HEOIX (123M). RWICX pays higher dividends than HEOIX: RWICX (1.14) vs HEOIX (0.53). HEOIX was incepted earlier than RWICX: HEOIX (10 years) vs RWICX (23 years). RWICX (1.06) is less costly to investors than HEOIX (0.91). HEOIX is a more actively managed with annual turnover of: 75.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HEOIX: RWICX (250) vs HEOIX (2000). RWICX annual gain was more profitable for investors over the last year : 10.41 vs. HEOIX (8.03). RWICX return over 5 years is better than : 48.94 vs. HEOIX (39.27).
| HEOIX | RWICX | HEOIX / RWICX | |
| Total Expense Ratio | 0.89 | 1.06 | 84% |
| Annual Report Gross Expense Ratio | 0.91 | 1.06 | 86% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.386 | 19.680 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.53 | 1.14 | 47% |
| Returns for 1 year | 8.03 | 10.41 | 77% |
| Returns for 3 years | 48.07 | 65.55 | 73% |
| Returns for 5 years | 39.27 | 48.94 | 80% |
| Returns for 10 years | N/A | 74.99 | - |
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