HEOSX
Price
$17.78
Change
+$0.15 (+0.85%)
Updated
Jul 3 closing price
Net Assets
124.15M
RWIGX
Price
$71.58
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HEOSX vs RWIGX

Header iconHEOSX vs RWIGX Comparison
Open Charts HEOSX vs RWIGXBanner chart's image
Hartford Climate Opportunities R4
Price$17.78
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R6
Price$71.58
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
HEOSX vs RWIGX Comparison Chart in %
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HEOSX vs. RWIGX 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 RWIGX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 136B vs. HEOSX (124M). 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). HEOSX annual gain was more profitable for investors over the last year : 10.25 vs. RWIGX (9.74). HEOSX return over 5 years is better than : 62.65 vs. RWIGX (54.89).
HEOSXRWIGXHEOSX / RWIGX
Total Expense Ratio1.110.41271%
Annual Report Gross Expense Ratio1.210.41295%
Fund Existence9 years16 years-
Gain YTD12.53213.77091%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.351.7720%
Returns for 1 year10.259.74105%
Returns for 3 years37.7051.5873%
Returns for 5 years62.6554.89114%
Returns for 10 yearsN/A64.99-
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