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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$18.80
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX commentary
Oct 19, 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 Buy and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. HEOYX (123M). RWIEX pays higher dividends than HEOYX: RWIEX (1.38) vs HEOYX (0.61). 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 : 10.77 vs. HEOYX (8.13). RWIEX return over 5 years is better than : 50.71 vs. HEOYX (39.93).
| 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 | 19.970 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.61 | 1.38 | 44% |
| Returns for 1 year | 8.13 | 10.77 | 75% |
| Returns for 3 years | 48.55 | 66.98 | 72% |
| Returns for 5 years | 39.93 | 50.71 | 79% |
| Returns for 10 years | N/A | 77.20 | - |
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