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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
Hartford Climate Opportunities Y
Price$18.94
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets126.04M
American Funds Capital World Gr&Inc R4
Price$74.36
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. HEOYX (126M). RWIEX pays higher dividends than HEOYX: RWIEX (1.44) vs HEOYX (0.55). HEOYX was incepted earlier than RWIEX: HEOYX (10 years) vs RWIEX (24 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). HEOYX (16.25) and RWIEX (16.23) have marching annual gain over last year. RWIEX return over 5 years is better than : 30.74 vs. HEOYX (19.05).
| 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 | 24 years | - |
| Gain YTD | 5.729 | 4.940 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.55 | 1.44 | 38% |
| Returns for 1 year | 16.25 | 16.23 | 100% |
| Returns for 3 years | 27.93 | 43.21 | 65% |
| Returns for 5 years | 19.05 | 30.74 | 62% |
| Returns for 10 years | N/A | 100.15 | - |
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