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HEOTX vs RWIHX
HEOTX vs RWIHX Comparison
Open Charts HEOTX vs RWIHX
Hartford Climate Opportunities R5
Price$17.67
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
HEOTX vs RWIHX Comparison Chart in %
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HEOTX vs. RWIHX commentary
Jul 07, 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: 136B vs. HEOTX (124M). 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 annual gain was more profitable for investors over the last year : 10.87 vs. RWIHX (9.57). HEOTX return over 5 years is better than : 64.41 vs. RWIHX (54.03).
| 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 | 13.052 | 13.685 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.63 | 1.64 | 39% |
| Returns for 1 year | 10.87 | 9.57 | 114% |
| Returns for 3 years | 39.09 | 50.99 | 77% |
| Returns for 5 years | 64.41 | 54.03 | 119% |
| Returns for 10 years | N/A | N/A | - |
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