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HEORX vs RWICX
HEORX vs RWICX Comparison
Open Charts HEORX vs RWICX
Hartford Climate Opportunities R3
Price$18.32
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R3
Price$71.86
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEORX vs RWICX Comparison Chart in %
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HEORX vs. RWICX commentary
Jul 28, 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 HEORX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. HEORX (126M). RWICX pays higher dividends than HEORX: RWICX (1.21) vs HEORX (0.08). HEORX was incepted earlier than RWICX: HEORX (9 years) vs RWICX (23 years). HEORX (1.51) is less costly to investors than RWICX (1.06). HEORX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). HEORX has a lower initial minimum investment than RWICX: HEORX (0) vs RWICX (250). HEORX (13.82) and RWICX (13.39) have marching annual gain over last year. HEORX return over 5 years is better than : 52.93 vs. RWICX (49.52).
| HEORX | RWICX | HEORX / RWICX | |
| Total Expense Ratio | 1.41 | 1.06 | 133% |
| Annual Report Gross Expense Ratio | 1.51 | 1.06 | 142% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 15.803 | 14.806 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.08 | 1.21 | 6% |
| Returns for 1 year | 13.82 | 13.39 | 103% |
| Returns for 3 years | 38.37 | 49.78 | 77% |
| Returns for 5 years | 52.93 | 49.52 | 107% |
| Returns for 10 years | N/A | 61.16 | - |
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