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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
Hartford Climate Opportunities I
Price$17.96
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc R3
Price$72.58
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
HEOIX vs RWICX Comparison Chart in %
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HEOIX vs. RWICX commentary
Sep 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 HEOIX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 138B vs. HEOIX (122M). RWICX pays higher dividends than HEOIX: RWICX (1.18) vs HEOIX (0.54). 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 : 12.79 vs. HEOIX (11.85). RWICX (45.52) and HEOIX (45.33) 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 | 10 years | 23 years | - |
| Gain YTD | 14.340 | 15.957 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.54 | 1.18 | 46% |
| Returns for 1 year | 11.85 | 12.79 | 93% |
| Returns for 3 years | 35.34 | 52.88 | 67% |
| Returns for 5 years | 45.33 | 45.52 | 100% |
| Returns for 10 years | N/A | 73.59 | - |
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