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HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.31M
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
HEORX vs RWIEX Comparison Chart in %
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HEORX vs. RWIEX commentary
Dec 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. HEORX (122M). RWIEX pays higher dividends than HEORX: RWIEX (1.34) vs HEORX (0.07). 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 : 12.38 vs. HEORX (11.63). RWIEX return over 5 years is better than : 31.21 vs. HEORX (17.64).
| 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 | 13.654 | 14.434 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 142B | 0% |
| Annual Yield % from dividends | 0.07 | 1.34 | 5% |
| Returns for 1 year | 11.63 | 12.38 | 94% |
| Returns for 3 years | 30.89 | 46.17 | 67% |
| Returns for 5 years | 17.64 | 31.21 | 57% |
| Returns for 10 years | N/A | 73.56 | - |
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