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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
Hartford Climate Opportunities R4
Price$18.69
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
HEOSX vs RWIEX Comparison Chart in %
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HEOSX vs. RWIEX commentary
Feb 05, 2026
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 Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. HEOSX (126M). RWIEX pays higher dividends than HEOSX: RWIEX (1.44) vs HEOSX (0.25). HEOSX was incepted earlier than RWIEX: HEOSX (10 years) vs RWIEX (24 years). HEOSX (1.21) is less costly to investors than RWIEX (0.76). HEOSX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). HEOSX has a lower initial minimum investment than RWIEX: HEOSX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 16.23 vs. HEOSX (15.40). RWIEX return over 5 years is better than : 30.74 vs. HEOSX (16.99).
| HEOSX | RWIEX | HEOSX / RWIEX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.21 | 0.76 | 159% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 5.713 | 4.940 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.25 | 1.44 | 18% |
| Returns for 1 year | 15.40 | 16.23 | 95% |
| Returns for 3 years | 26.34 | 43.21 | 61% |
| Returns for 5 years | 16.99 | 30.74 | 55% |
| Returns for 10 years | N/A | 100.15 | - |
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