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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$18.54
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Sep 08, 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 HEOFX is a Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. HEOFX (122M). RWIFX pays higher dividends than HEOFX: RWIFX (1.69) vs HEOFX (0.70). HEOFX was incepted earlier than RWIFX: HEOFX (9 years) vs RWIFX (23 years). HEOFX (0.79) is less costly to investors than RWIFX (0.46). HEOFX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEOFX: RWIFX (250) vs HEOFX (1000000). RWIFX annual gain was more profitable for investors over the last year : 13.51 vs. HEOFX (12.17). RWIFX (48.74) and HEOFX (46.88) have equivalent 5 years return.
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.79 | 0.46 | 172% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.515 | 16.421 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.70 | 1.69 | 41% |
| Returns for 1 year | 12.17 | 13.51 | 90% |
| Returns for 3 years | 36.20 | 55.27 | 65% |
| Returns for 5 years | 46.88 | 48.74 | 96% |
| Returns for 10 years | N/A | 77.64 | - |