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HEORX vs RWICX
HEORX vs RWICX Comparison
Open Charts HEORX vs RWICX
Hartford Climate Opportunities R3
Price$18.04
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets120.9M
American Funds Capital World Gr&Inc R3
Price$74.09
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
HEORX vs RWICX Comparison Chart in %
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HEORX vs. RWICX commentary
Sep 27, 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 Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 140B vs. HEORX (121M). RWICX pays higher dividends than HEORX: RWICX (1.18) vs HEORX (0.08). HEORX was incepted earlier than RWICX: HEORX (10 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: 75.00 vs. RWICX (27.00). HEORX has a lower initial minimum investment than RWICX: HEORX (0) vs RWICX (250). RWICX annual gain was more profitable for investors over the last year : 9.07 vs. HEORX (4.01). RWICX return over 5 years is better than : 53.30 vs. HEORX (45.06).
| HEORX | RWICX | HEORX / RWICX | |
| Total Expense Ratio | 1.41 | 1.06 | 133% |
| Annual Report Gross Expense Ratio | 1.51 | 1.06 | 142% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.033 | 18.592 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 140B | 0% |
| Annual Yield % from dividends | 0.08 | 1.18 | 6% |
| Returns for 1 year | 4.01 | 9.07 | 44% |
| Returns for 3 years | 44.49 | 68.38 | 65% |
| Returns for 5 years | 45.06 | 53.30 | 85% |
| Returns for 10 years | N/A | 87.79 | - |
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