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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$14.66
Change-$0.23 (-1.54%)
VolumeN/A
Net Assets107.27M
American Funds Capital World Gr&Inc R5
Price$57.27
Change-$0.70 (-1.21%)
VolumeN/A
Net Assets111.7B
HEOFX vs RWIFX Comparison Chart
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HEOFX vs. RWIFX commentary
Apr 08, 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: 112B vs. HEOFX (107M). RWIFX pays higher dividends than HEOFX: RWIFX (1.93) vs HEOFX (0.80). HEOFX was incepted earlier than RWIFX: HEOFX (8 years) vs RWIFX (23 years). HEOFX (0.81) 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 : -7.79 vs. HEOFX (-8.70). HEOFX return over 5 years is better than : 80.32 vs. RWIFX (54.22).
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.81 | 0.46 | 176% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -8.030 | -8.452 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 112B | 0% |
| Annual Yield % from dividends | 0.80 | 1.93 | 42% |
| Returns for 1 year | -8.70 | -7.79 | 112% |
| Returns for 3 years | -3.68 | 3.32 | -111% |
| Returns for 5 years | 80.32 | 54.22 | 148% |
| Returns for 10 years | N/A | 29.16 | - |
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