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HEOSX vs RWIGX
HEOSX vs RWIGX Comparison
Open Charts HEOSX vs RWIGX
Hartford Climate Opportunities R4
Price$18.28
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R6
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
HEOSX vs RWIGX Comparison Chart in %
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HEOSX vs. RWIGX commentary
Jul 28, 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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 137B vs. HEOSX (126M). RWIGX pays higher dividends than HEOSX: RWIGX (1.77) vs HEOSX (0.35). HEOSX was incepted earlier than RWIGX: HEOSX (9 years) vs RWIGX (16 years). HEOSX (1.21) is less costly to investors than RWIGX (0.41). HEOSX is a more actively managed with annual turnover of: 108.00 vs. RWIGX (27.00). HEOSX has a lower initial minimum investment than RWIGX: HEOSX (0) vs RWIGX (250). RWIGX (14.19) and HEOSX (13.91) have marching annual gain over last year. HEOSX (54.35) and RWIGX (53.12) have equivalent 5 years return.
| HEOSX | RWIGX | HEOSX / RWIGX | |
| Total Expense Ratio | 1.11 | 0.41 | 271% |
| Annual Report Gross Expense Ratio | 1.21 | 0.41 | 295% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 15.696 | 15.232 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.35 | 1.77 | 20% |
| Returns for 1 year | 13.91 | 14.19 | 98% |
| Returns for 3 years | 39.55 | 52.36 | 76% |
| Returns for 5 years | 54.35 | 53.12 | 102% |
| Returns for 10 years | N/A | 65.19 | - |
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