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HEOSX vs RWICX
HEOSX vs RWICX Comparison
Open Charts HEOSX vs RWICX
Hartford Climate Opportunities R4
Price$18.11
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
American Funds Capital World Gr&Inc R3
Price$72.15
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
HEOSX vs RWICX Comparison Chart in %
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HEOSX vs. RWICX commentary
Aug 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 HEOSX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. HEOSX (124M). RWICX pays higher dividends than HEOSX: RWICX (1.21) vs HEOSX (0.35). HEOSX was incepted earlier than RWICX: HEOSX (9 years) vs RWICX (23 years). HEOSX (1.21) is less costly to investors than RWICX (1.06). HEOSX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). HEOSX has a lower initial minimum investment than RWICX: HEOSX (0) vs RWICX (250). HEOSX annual gain was more profitable for investors over the last year : 12.30 vs. RWICX (11.06). RWICX (45.91) and HEOSX (45.00) have equivalent 5 years return.
| HEOSX | RWICX | HEOSX / RWICX | |
| Total Expense Ratio | 1.11 | 1.06 | 105% |
| Annual Report Gross Expense Ratio | 1.21 | 1.06 | 114% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.620 | 15.270 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.35 | 1.21 | 29% |
| Returns for 1 year | 12.30 | 11.06 | 111% |
| Returns for 3 years | 24.51 | 40.14 | 61% |
| Returns for 5 years | 45.00 | 45.91 | 98% |
| Returns for 10 years | N/A | 62.40 | - |