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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$17.28
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets121.07M
American Funds Capital World Gr&Inc R5
Price$67.95
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets129.24B
HEOFX vs RWIFX Comparison Chart
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HEOFX vs. RWIFX commentary
Jun 01, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. HEOFX (121M). RWIFX pays higher dividends than HEOFX: RWIFX (1.80) vs HEOFX (0.75). 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). RWIFX annual gain was more profitable for investors over the last year : 6.72 vs. HEOFX (2.34). HEOFX return over 5 years is better than : 66.98 vs. RWIFX (52.60).
| 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 | 6.733 | 7.309 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 129B | 0% |
| Annual Yield % from dividends | 0.75 | 1.80 | 42% |
| Returns for 1 year | 2.34 | 6.72 | 35% |
| Returns for 3 years | 20.16 | 28.30 | 71% |
| Returns for 5 years | 66.98 | 52.60 | 127% |
| Returns for 10 years | N/A | 49.95 | - |
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