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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$18.31
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets123.17M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.13B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Jul 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. HEOFX (123M). 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). HEOFX (10.08) and RWIFX (9.68) have marching annual gain over last year. HEOFX return over 5 years is better than : 64.23 vs. RWIFX (54.61).
| 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 | 12.106 | 13.737 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.72 | 1.72 | 42% |
| Returns for 1 year | 10.08 | 9.68 | 104% |
| Returns for 3 years | 38.47 | 51.39 | 75% |
| Returns for 5 years | 64.23 | 54.61 | 118% |
| Returns for 10 years | N/A | 64.73 | - |
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