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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
Hartford Climate Opportunities I
Price$18.15
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
American Funds Capital World Gr&Inc R3
Price$72.15
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
HEOIX vs RWICX Comparison Chart in %
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HEOIX vs. RWICX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. HEOIX (124M). RWICX pays higher dividends than HEOIX: RWICX (1.21) vs HEOIX (0.54). HEOIX was incepted earlier than RWICX: HEOIX (9 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: 108.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HEOIX: RWICX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 12.94 vs. RWICX (11.06). HEOIX (46.26) and RWICX (45.91) have equivalent 5 years return.
| HEOIX | RWICX | HEOIX / RWICX | |
| Total Expense Ratio | 0.89 | 1.06 | 84% |
| Annual Report Gross Expense Ratio | 0.91 | 1.06 | 86% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 15.165 | 15.270 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.54 | 1.21 | 45% |
| Returns for 1 year | 12.94 | 11.06 | 117% |
| Returns for 3 years | 25.54 | 40.14 | 64% |
| Returns for 5 years | 46.26 | 45.91 | 101% |
| Returns for 10 years | N/A | 62.40 | - |
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