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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$15.12
Change+$0.32 (+2.16%)
VolumeN/A
Net Assets111.43M
American Funds Capital World Gr&Inc R5
Price$60.87
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets117.15B
HEOIX vs RWIFX Comparison Chart
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HEOIX vs. RWIFX commentary
Apr 14, 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 HEOIX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. HEOIX (111M). RWIFX pays higher dividends than HEOIX: RWIFX (1.93) vs HEOIX (0.62). HEOIX was incepted earlier than RWIFX: HEOIX (9 years) vs RWIFX (23 years). HEOIX (0.93) is less costly to investors than RWIFX (0.46). HEOIX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEOIX: RWIFX (250) vs HEOIX (2000). RWIFX annual gain was more profitable for investors over the last year : -3.88 vs. HEOIX (-5.03). HEOIX return over 5 years is better than : 65.83 vs. RWIFX (48.63).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 0.93 | 0.46 | 202% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -4.061 | -3.872 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 0.62 | 1.93 | 32% |
| Returns for 1 year | -5.03 | -3.88 | 130% |
| Returns for 3 years | 3.33 | 11.42 | 29% |
| Returns for 5 years | 65.83 | 48.63 | 135% |
| Returns for 10 years | N/A | 34.05 | - |
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