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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
Hartford Climate Opportunities A
Price$18.80
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
American Funds Capital World Gr&Inc R1
Price$74.50
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HEOMX vs RWIAX Comparison Chart in %
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HEOMX vs. RWIAX 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 HEOMX is a Buy and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 141B vs. HEOMX (123M). RWIAX pays higher dividends than HEOMX: RWIAX (0.75) vs HEOMX (0.26). HEOMX was incepted earlier than RWIAX: HEOMX (10 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOMX (1.17). HEOMX is a more actively managed with annual turnover of: 75.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than HEOMX: RWIAX (250) vs HEOMX (2000). RWIAX annual gain was more profitable for investors over the last year : 9.91 vs. HEOMX (7.69). RWIAX return over 5 years is better than : 46.41 vs. HEOMX (37.74).
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | 1.17 | 1.51 | 77% |
| Annual Report Gross Expense Ratio | 1.17 | 1.51 | 77% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.134 | 19.261 | 89% |
| Front Load | 6% | 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 | 0.26 | 0.75 | 35% |
| Returns for 1 year | 7.69 | 9.91 | 78% |
| Returns for 3 years | 46.77 | 63.50 | 74% |
| Returns for 5 years | 37.74 | 46.41 | 81% |
| Returns for 10 years | N/A | 71.98 | - |
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