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HEORX vs RWIGX
HEORX vs RWIGX Comparison
Open Charts HEORX vs RWIGX
Hartford Climate Opportunities R3
Price$16.99
Change-$0.24 (-1.39%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R6
Price$68.70
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
HEORX vs RWIGX Comparison Chart
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HEORX vs. RWIGX commentary
Jun 16, 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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 131B vs. HEORX (121M). RWIGX pays higher dividends than HEORX: RWIGX (1.85) vs HEORX (0.08). HEORX was incepted earlier than RWIGX: HEORX (9 years) vs RWIGX (16 years). HEORX (1.51) is less costly to investors than RWIGX (0.41). HEORX is a more actively managed with annual turnover of: 108.00 vs. RWIGX (27.00). HEORX has a lower initial minimum investment than RWIGX: HEORX (0) vs RWIGX (250). RWIGX annual gain was more profitable for investors over the last year : 6.70 vs. HEORX (2.56). HEORX return over 5 years is better than : 61.04 vs. RWIGX (53.54).
| HEORX | RWIGX | HEORX / RWIGX | |
| Total Expense Ratio | 1.41 | 0.41 | 344% |
| Annual Report Gross Expense Ratio | 1.51 | 0.41 | 368% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 7.396 | 9.192 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.08 | 1.85 | 4% |
| Returns for 1 year | 2.56 | 6.70 | 38% |
| Returns for 3 years | 30.77 | 45.30 | 68% |
| Returns for 5 years | 61.04 | 53.54 | 114% |
| Returns for 10 years | N/A | 53.80 | - |
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