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HEOSX vs RWICX
HEOSX vs RWICX Comparison
Open Charts HEOSX vs RWICX
Hartford Climate Opportunities R4
Price$17.93
Change+$0.17 (+0.96%)
VolumeN/A
Net Assets121.2M
American Funds Capital World Gr&Inc R3
Price$72.58
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
HEOSX vs RWICX Comparison Chart in %
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HEOSX vs. RWICX commentary
Sep 07, 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 (121M). RWICX pays higher dividends than HEOSX: RWICX (1.18) vs HEOSX (0.34). HEOSX was incepted earlier than RWICX: HEOSX (10 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: 75.00 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 : 12.79 vs. HEOSX (11.35). RWICX (45.52) and HEOSX (44.15) 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 | 10 years | 23 years | - |
| Gain YTD | 13.861 | 15.957 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 137B | 0% |
| Annual Yield % from dividends | 0.34 | 1.18 | 29% |
| Returns for 1 year | 11.35 | 12.79 | 89% |
| Returns for 3 years | 34.31 | 52.88 | 65% |
| Returns for 5 years | 44.15 | 45.52 | 97% |
| Returns for 10 years | N/A | 73.59 | - |
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