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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R1
Price$71.60
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX 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 HEOTX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 137B vs. HEOTX (126M). RWIAX pays higher dividends than HEOTX: RWIAX (0.81) vs HEOTX (0.63). HEOTX was incepted earlier than RWIAX: HEOTX (9 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than HEOTX (0.89). HEOTX is a more actively managed with annual turnover of: 108.00 vs. RWIAX (27.00). HEOTX has a lower initial minimum investment than RWIAX: HEOTX (0) vs RWIAX (250). HEOTX annual gain was more profitable for investors over the last year : 14.51 vs. RWIAX (12.88). HEOTX return over 5 years is better than : 56.00 vs. RWIAX (47.16).
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.89 | 1.51 | 59% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 16.251 | 14.529 | 112% |
| 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 | 0.63 | 0.81 | 78% |
| Returns for 1 year | 14.51 | 12.88 | 113% |
| Returns for 3 years | 40.97 | 48.09 | 85% |
| Returns for 5 years | 56.00 | 47.16 | 119% |
| Returns for 10 years | N/A | 58.59 | - |
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