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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$17.31
Change-$0.07 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.97
Change-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
HEOFX vs RWIFX Comparison Chart
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HEOFX vs. RWIFX commentary
Nov 15, 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 StrongSell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. HEOFX (134M). 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 (21.99) and RWIFX (21.33) have marching annual gain over last year. HEOFX return over 5 years is better than : 59.96 vs. RWIFX (42.01).
| 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 | 11.697 | 15.051 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 127B | 0% |
| Annual Yield % from dividends | 0.80 | 1.94 | 41% |
| Returns for 1 year | 21.99 | 21.33 | 103% |
| Returns for 3 years | -3.81 | 5.37 | -71% |
| Returns for 5 years | 59.96 | 42.01 | 143% |
| Returns for 10 years | N/A | 54.18 | - |
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