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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$16.47
Change+$0.13 (+0.80%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$64.28
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
HEOFX vs RWIFX Comparison Chart
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HEOFX vs. RWIFX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. HEOFX (128M). 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). RWIFX annual gain was more profitable for investors over the last year : 8.95 vs. HEOFX (7.24). HEOFX return over 5 years is better than : 48.29 vs. RWIFX (30.00).
| 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 | 5.848 | 7.993 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 125B | 0% |
| Annual Yield % from dividends | 0.80 | 1.94 | 41% |
| Returns for 1 year | 7.24 | 8.95 | 81% |
| Returns for 3 years | -0.90 | 6.92 | -13% |
| Returns for 5 years | 48.29 | 30.00 | 161% |
| Returns for 10 years | N/A | 45.70 | - |
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