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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$18.80
Change-$0.33 (-1.73%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX 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 HEOYX is a Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. HEOYX (121M). RWIEX pays higher dividends than HEOYX: RWIEX (1.35) vs HEOYX (0.59). HEOYX was incepted earlier than RWIEX: HEOYX (10 years) vs RWIEX (23 years). HEOYX (0.90) is less costly to investors than RWIEX (0.76). HEOYX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than HEOYX: RWIEX (250) vs HEOYX (250000). RWIEX annual gain was more profitable for investors over the last year : 15.02 vs. HEOYX (10.21). RWIEX return over 5 years is better than : 47.80 vs. HEOYX (34.32).
| HEOYX | RWIEX | HEOYX / RWIEX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.90 | 0.76 | 118% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.500 | 23.416 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.59 | 1.35 | 44% |
| Returns for 1 year | 10.21 | 15.02 | 68% |
| Returns for 3 years | 34.47 | 56.15 | 61% |
| Returns for 5 years | 34.32 | 47.80 | 72% |
| Returns for 10 years | N/A | 86.00 | - |
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