HEOFX
Price
$18.70
Change
-$0.05 (-0.27%)
Updated
Jul 24 closing price
Net Assets
125.49M
RWIFX
Price
$72.50
Change
-$0.20 (-0.28%)
Updated
Jul 24 closing price
Net Assets
137.74B
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HEOFX vs RWIFX

Header iconHEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFXBanner chart's image
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
American Funds Capital World Gr&Inc R5
Price$72.50
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets137.74B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Jul 25, 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.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. HEOFX (125M). RWIFX pays higher dividends than HEOFX: RWIFX (1.72) vs HEOFX (0.72). HEOFX was incepted earlier than RWIFX: HEOFX (8 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: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEOFX: RWIFX (250) vs HEOFX (1000000). RWIFX (13.43) and HEOFX (13.31) have marching annual gain over last year. HEOFX return over 5 years is better than : 56.56 vs. RWIFX (52.78).
HEOFXRWIFXHEOFX / RWIFX
Total Expense Ratio0.690.46150%
Annual Report Gross Expense Ratio0.790.46172%
Fund Existence8 years23 years-
Gain YTD15.81215.150104%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets125M138B0%
Annual Yield % from dividends0.721.7242%
Returns for 1 year13.3113.4399%
Returns for 3 years39.6350.9078%
Returns for 5 years56.5652.78107%
Returns for 10 yearsN/A66.88-
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