Interact to see
Advertisement
Advertisement
HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
American Funds Capital World Gr&Inc R5
Price$72.50
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets137.74B
HEOFX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOFX vs. RWIFX commentary
Jul 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. HEOFX (125M). 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). RWIFX (13.43) and HEOFX (13.31) have marching annual gain over last year. HEOFX return over 5 years is better than : 56.56 vs. RWIFX (52.78).
| 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 | 15.812 | 15.150 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 138B | 0% |
| Annual Yield % from dividends | 0.72 | 1.72 | 42% |
| Returns for 1 year | 13.31 | 13.43 | 99% |
| Returns for 3 years | 39.63 | 50.90 | 78% |
| Returns for 5 years | 56.56 | 52.78 | 107% |
| Returns for 10 years | N/A | 66.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IRLSX | 78.19 | N/A | N/A |
| Voya Russell Large Cap Growth Idx Port S | |||
| IRSIX | 11.95 | N/A | N/A |
| Voya Russell Small Cap Index Port A | |||
| NMMEX | 17.51 | N/A | N/A |
| Northern Active M Emerging Market Equity | |||
| HCPSX | 75.24 | N/A | N/A |
| ProFunds UltraSector Health Care Svc | |||
| JLVIX | 73.85 | N/A | N/A |
| JHancock Fundamental Large Cap Core I | |||