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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
Hartford Climate Opportunities I
Price$18.70
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc R3
Price$74.30
Change-$1.09 (-1.45%)
VolumeN/A
Net Assets142.37B
HEOIX vs RWICX Comparison Chart in %
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HEOIX vs. RWICX commentary
Feb 04, 2026
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 Hold and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. HEOIX (126M). RWICX pays higher dividends than HEOIX: RWICX (1.20) vs HEOIX (0.46). HEOIX was incepted earlier than RWICX: HEOIX (10 years) vs RWICX (24 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). HEOIX (16.08) and RWICX (15.83) have marching annual gain over last year. RWICX return over 5 years is better than : 29.07 vs. HEOIX (18.23).
| 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 | 24 years | - |
| Gain YTD | 5.709 | 4.914 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.46 | 1.20 | 38% |
| Returns for 1 year | 16.08 | 15.83 | 102% |
| Returns for 3 years | 27.34 | 41.80 | 65% |
| Returns for 5 years | 18.23 | 29.07 | 63% |
| Returns for 10 years | N/A | 97.44 | - |
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