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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$18.36
Change-$0.32 (-1.71%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc R1
Price$75.22
Change-$1.39 (-1.81%)
VolumeN/A
Net Assets144.09B
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 144B vs. HEOTX (121M). RWIAX pays higher dividends than HEOTX: RWIAX (0.74) vs HEOTX (0.59). HEOTX was incepted earlier than RWIAX: HEOTX (10 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: 75.00 vs. RWIAX (27.00). HEOTX has a lower initial minimum investment than RWIAX: HEOTX (0) vs RWIAX (250). RWIAX annual gain was more profitable for investors over the last year : 12.58 vs. HEOTX (10.19). RWIAX return over 5 years is better than : 41.00 vs. HEOTX (33.94).
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.89 | 1.51 | 59% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.466 | 20.414 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.59 | 0.74 | 80% |
| Returns for 1 year | 10.19 | 12.58 | 81% |
| Returns for 3 years | 34.32 | 50.96 | 67% |
| Returns for 5 years | 33.94 | 41.00 | 83% |
| Returns for 10 years | N/A | 75.25 | - |
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