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HEOMX vs RWICX
HEOMX vs RWICX Comparison
Open Charts HEOMX vs RWICX
Hartford Climate Opportunities A
Price$18.45
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
HEOMX vs RWICX Comparison Chart in %
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HEOMX 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 HEOMX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. HEOMX (124M). RWICX pays higher dividends than HEOMX: RWICX (1.21) vs HEOMX (0.27). HEOMX was incepted earlier than RWICX: HEOMX (9 years) vs RWICX (23 years). HEOMX (1.17) is less costly to investors than RWICX (1.06). HEOMX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HEOMX: RWICX (250) vs HEOMX (2000). HEOMX annual gain was more profitable for investors over the last year : 12.64 vs. RWICX (11.06). RWICX (45.91) and HEOMX (44.67) have equivalent 5 years return.
| HEOMX | RWICX | HEOMX / RWICX | |
| Total Expense Ratio | 1.17 | 1.06 | 110% |
| Annual Report Gross Expense Ratio | 1.17 | 1.06 | 110% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.953 | 15.270 | 98% |
| Front Load | 6% | 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 | 0.27 | 1.21 | 22% |
| Returns for 1 year | 12.64 | 11.06 | 114% |
| Returns for 3 years | 24.41 | 40.14 | 61% |
| Returns for 5 years | 44.67 | 45.91 | 97% |
| Returns for 10 years | N/A | 62.40 | - |
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