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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$18.09
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets124.31M
American Funds Capital World Gr&Inc R1
Price$71.42
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX commentary
Aug 20, 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 Hold and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 137B vs. HEOTX (124M). RWIAX pays higher dividends than HEOTX: RWIAX (0.81) vs HEOTX (0.62). 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 : 12.32 vs. RWIAX (8.60). HEOTX return over 5 years is better than : 47.25 vs. RWIAX (42.52).
| 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 | 15.739 | 14.241 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.62 | 0.81 | 76% |
| Returns for 1 year | 12.32 | 8.60 | 143% |
| Returns for 3 years | 28.77 | 40.37 | 71% |
| Returns for 5 years | 47.25 | 42.52 | 111% |
| Returns for 10 years | N/A | 67.47 | - |
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