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HEOSX vs RWICX
HEOSX vs RWICX Comparison
Open Charts HEOSX vs RWICX
Hartford Climate Opportunities R4
Price$17.78
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R3
Price$70.98
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEOSX vs RWICX Comparison Chart in %
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HEOSX vs. RWICX commentary
Jul 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: 136B 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 : 10.25 vs. RWICX (8.98). HEOSX return over 5 years is better than : 62.65 vs. RWICX (51.25).
| 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 | 12.532 | 13.400 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.35 | 1.21 | 29% |
| Returns for 1 year | 10.25 | 8.98 | 114% |
| Returns for 3 years | 37.70 | 49.02 | 77% |
| Returns for 5 years | 62.65 | 51.25 | 122% |
| Returns for 10 years | N/A | 60.97 | - |
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