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HEOTX vs RWIHX
HEOTX vs RWIHX Comparison
Open Charts HEOTX vs RWIHX
Hartford Climate Opportunities R5
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R5E
Price$72.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
HEOTX vs RWIHX Comparison Chart in %
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HEOTX vs. RWIHX commentary
Jul 27, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. HEOTX (126M). RWIHX pays higher dividends than HEOTX: RWIHX (1.64) vs HEOTX (0.63). HEOTX was incepted earlier than RWIHX: HEOTX (9 years) vs RWIHX (10 years). HEOTX (0.89) is less costly to investors than RWIHX (0.56). HEOTX is a more actively managed with annual turnover of: 108.00 vs. RWIHX (27.00). HEOTX has a lower initial minimum investment than RWIHX: HEOTX (0) vs RWIHX (250). HEOTX (14.51) and RWIHX (14.00) have marching annual gain over last year. HEOTX return over 5 years is better than : 56.00 vs. RWIHX (52.28).
| HEOTX | RWIHX | HEOTX / RWIHX | |
| Total Expense Ratio | 0.81 | 0.56 | 145% |
| Annual Report Gross Expense Ratio | 0.89 | 0.56 | 159% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 16.251 | 15.134 | 107% |
| 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 | 1.64 | 39% |
| Returns for 1 year | 14.51 | 14.00 | 104% |
| Returns for 3 years | 40.97 | 51.75 | 79% |
| Returns for 5 years | 56.00 | 52.28 | 107% |
| Returns for 10 years | N/A | N/A | - |
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