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HEORX vs RWIEX
HEORX vs RWIEX Comparison
Open Charts HEORX vs RWIEX
Hartford Climate Opportunities R3
Price$18.48
Change-$0.32 (-1.70%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
HEORX vs RWIEX Comparison Chart in %
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HEORX vs. RWIEX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. HEORX (121M). RWIEX pays higher dividends than HEORX: RWIEX (1.35) 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 : 15.02 vs. HEORX (9.51). RWIEX return over 5 years is better than : 47.80 vs. HEORX (31.12).
| 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 | 16.814 | 23.416 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.07 | 1.35 | 5% |
| Returns for 1 year | 9.51 | 15.02 | 63% |
| Returns for 3 years | 31.96 | 56.15 | 57% |
| Returns for 5 years | 31.12 | 47.80 | 65% |
| Returns for 10 years | N/A | 86.00 | - |
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