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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
Hartford Climate Opportunities R5
Price$18.36
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
American Funds Capital World Gr&Inc R1
Price$74.50
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 141B vs. HEOTX (123M). RWIAX pays higher dividends than HEOTX: RWIAX (0.75) vs HEOTX (0.61). 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 : 9.91 vs. HEOTX (8.06). RWIAX return over 5 years is better than : 46.41 vs. HEOTX (39.55).
| 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 | 19.261 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.61 | 0.75 | 81% |
| Returns for 1 year | 8.06 | 9.91 | 81% |
| Returns for 3 years | 48.39 | 63.50 | 76% |
| Returns for 5 years | 39.55 | 46.41 | 85% |
| Returns for 10 years | N/A | 71.98 | - |
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