Interact to see
Advertisement
Advertisement
HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$18.49
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
HEORX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEORX vs. RWIEX commentary
Oct 18, 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. HEORX (123M). RWIEX pays higher dividends than HEORX: RWIEX (1.38) vs HEORX (0.07). HEORX was incepted earlier than RWIEX: HEORX (10 years) vs RWIEX (23 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 : 10.77 vs. HEORX (7.40). RWIEX return over 5 years is better than : 50.71 vs. HEORX (36.68).
| 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 | 23 years | - |
| Gain YTD | 16.877 | 19.970 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.07 | 1.38 | 5% |
| Returns for 1 year | 7.40 | 10.77 | 69% |
| Returns for 3 years | 45.77 | 66.98 | 68% |
| Returns for 5 years | 36.68 | 50.71 | 72% |
| Returns for 10 years | N/A | 77.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement