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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
Open Charts HEOMX vs RWIEX
Hartford Climate Opportunities A
Price$19.06
Change+$0.20 (+1.06%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
HEOMX vs RWIEX Comparison Chart in %
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HEOMX vs. RWIEX 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 HEOMX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. HEOMX (126M). RWIEX pays higher dividends than HEOMX: RWIEX (1.44) vs HEOMX (0.18). HEOMX was incepted earlier than RWIEX: HEOMX (10 years) vs RWIEX (24 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 (16.23) and HEOMX (15.81) have marching annual gain over last year. RWIEX return over 5 years is better than : 30.74 vs. HEOMX (16.71).
| 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 | 24 years | - |
| Gain YTD | 5.654 | 4.940 | 114% |
| Front Load | 6% | 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 | 0.18 | 1.44 | 12% |
| Returns for 1 year | 15.81 | 16.23 | 97% |
| Returns for 3 years | 26.39 | 43.21 | 61% |
| Returns for 5 years | 16.71 | 30.74 | 54% |
| Returns for 10 years | N/A | 100.15 | - |
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