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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$16.87
Change-$0.24 (-1.40%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
HEOFX vs RWIFX Comparison Chart
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HEOFX vs. RWIFX commentary
Feb 23, 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: 128B vs. HEOFX (126M). RWIFX pays higher dividends than HEOFX: RWIFX (1.94) vs HEOFX (0.80). HEOFX was incepted earlier than RWIFX: HEOFX (8 years) vs RWIFX (23 years). 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). HEOFX annual gain was more profitable for investors over the last year : 8.11 vs. RWIFX (7.41). HEOFX return over 5 years is better than : 47.13 vs. RWIFX (33.89).
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 4.200 | 4.358 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.80 | 1.94 | 41% |
| Returns for 1 year | 8.11 | 7.41 | 109% |
| Returns for 3 years | 13.40 | 17.26 | 78% |
| Returns for 5 years | 47.13 | 33.89 | 139% |
| Returns for 10 years | N/A | 46.04 | - |
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