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HEOSX vs RWICX
HEOSX vs RWICX Comparison
Open Charts HEOSX vs RWICX
Hartford Climate Opportunities R4
Price$16.97
Change-$0.24 (-1.39%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R3
Price$68.15
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
HEOSX vs RWICX Comparison Chart
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HEOSX vs. RWICX 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 HEOSX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 131B vs. HEOSX (121M). RWICX pays higher dividends than HEOSX: RWICX (1.26) vs HEOSX (0.37). 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). RWICX annual gain was more profitable for investors over the last year : 5.98 vs. HEOSX (2.82). HEOSX return over 5 years is better than : 62.84 vs. RWICX (50.18).
| 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 | 7.405 | 8.879 | 83% |
| 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 | 0.37 | 1.26 | 29% |
| Returns for 1 year | 2.82 | 5.98 | 47% |
| Returns for 3 years | 32.03 | 42.88 | 75% |
| Returns for 5 years | 62.84 | 50.18 | 125% |
| Returns for 10 years | N/A | 50.31 | - |
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