Interact to see
Advertisement
Advertisement
HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$18.75
Change+$0.20 (+1.08%)
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
HEORX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEORX 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 HEORX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. HEORX (126M). RWIEX pays higher dividends than HEORX: RWIEX (1.44) vs HEORX (0.00). HEORX was incepted earlier than RWIEX: HEORX (10 years) vs RWIEX (24 years). HEORX (1.51) is less costly to investors than RWIEX (0.76). HEORX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). HEORX has a lower initial minimum investment than RWIEX: HEORX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 16.23 vs. HEORX (15.38). RWIEX return over 5 years is better than : 30.74 vs. HEORX (15.55).
| HEORX | RWIEX | HEORX / RWIEX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 5.634 | 4.940 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 15.38 | 16.23 | 95% |
| Returns for 3 years | 25.37 | 43.21 | 59% |
| Returns for 5 years | 15.55 | 30.74 | 51% |
| Returns for 10 years | N/A | 100.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement