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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
Net Assets119M
American Funds Capital World Gr&Inc R5
Price$74.78
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Nov 20, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. HEOFX (119M). RWIFX pays higher dividends than HEOFX: RWIFX (1.60) vs HEOFX (0.67). HEOFX was incepted earlier than RWIFX: HEOFX (9 years) vs RWIFX (24 years). HEOFX (0.79) is less costly to investors than RWIFX (0.46). 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 : 12.50 vs. HEOFX (9.06). RWIFX return over 5 years is better than : 43.18 vs. HEOFX (30.40).
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.79 | 0.46 | 172% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 15.009 | 19.166 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 140B | 0% |
| Annual Yield % from dividends | 0.67 | 1.60 | 42% |
| Returns for 1 year | 9.06 | 12.50 | 72% |
| Returns for 3 years | 31.44 | 51.93 | 61% |
| Returns for 5 years | 30.40 | 43.18 | 70% |
| Returns for 10 years | N/A | 76.03 | - |
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