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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$18.63
Change-$0.15 (-0.80%)
VolumeN/A
Net Assets124.67M
American Funds Capital World Gr&Inc R5
Price$72.79
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.56B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Aug 16, 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 (125M). RWIFX pays higher dividends than HEOFX: RWIFX (1.72) vs HEOFX (0.71). 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). HEOFX annual gain was more profitable for investors over the last year : 15.64 vs. RWIFX (13.47). RWIFX (49.06) and HEOFX (48.67) 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 | 8 years | 23 years | - |
| Gain YTD | 15.998 | 15.611 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 138B | 0% |
| Annual Yield % from dividends | 0.71 | 1.72 | 41% |
| Returns for 1 year | 15.64 | 13.47 | 116% |
| Returns for 3 years | 27.07 | 42.36 | 64% |
| Returns for 5 years | 48.67 | 49.06 | 99% |
| Returns for 10 years | N/A | 65.38 | - |
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