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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$18.79
Change-$0.33 (-1.73%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
HEOMX vs RWIEX Comparison Chart in %
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HEOMX vs. RWIEX commentary
Nov 14, 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 Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. HEOMX (121M). RWIEX pays higher dividends than HEOMX: RWIEX (1.35) vs HEOMX (0.26). HEOMX was incepted earlier than RWIEX: HEOMX (10 years) vs RWIEX (23 years). HEOMX (1.17) is less costly to investors than RWIEX (0.76). HEOMX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEOMX: RWIEX (250) vs HEOMX (2000). RWIEX annual gain was more profitable for investors over the last year : 15.02 vs. HEOMX (11.57). RWIEX return over 5 years is better than : 47.80 vs. HEOMX (34.46).
| HEOMX | RWIEX | HEOMX / RWIEX | |
| Total Expense Ratio | 1.17 | 0.76 | 154% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 19.128 | 23.416 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.26 | 1.35 | 19% |
| Returns for 1 year | 11.57 | 15.02 | 77% |
| Returns for 3 years | 33.73 | 56.15 | 60% |
| Returns for 5 years | 34.46 | 47.80 | 72% |
| Returns for 10 years | N/A | 86.00 | - |
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