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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets129.21M
American Funds Capital World Gr&Inc R5
Price$66.07
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
HEOFX vs RWIFX Comparison Chart
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HEOFX vs. RWIFX commentary
Jan 24, 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: 129B vs. HEOFX (129M). RWIFX pays higher dividends than HEOFX: RWIFX (1.94) vs HEOFX (0.80). HEOFX was incepted earlier than RWIFX: HEOFX (8 years) vs RWIFX (23 years). 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). HEOFX annual gain was more profitable for investors over the last year : 14.22 vs. RWIFX (12.20). HEOFX return over 5 years is better than : 51.78 vs. RWIFX (32.66).
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 5.683 | 3.949 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 129B | 0% |
| Annual Yield % from dividends | 0.80 | 1.94 | 41% |
| Returns for 1 year | 14.22 | 12.20 | 117% |
| Returns for 3 years | 9.58 | 14.51 | 66% |
| Returns for 5 years | 51.78 | 32.66 | 159% |
| Returns for 10 years | N/A | 49.75 | - |