HEOIX
Price
$17.94
Change
+$0.03 (+0.17%)
Updated
Aug 8 closing price
Net Assets
122.67M
RWIFX
Price
$71.95
Change
+$0.37 (+0.52%)
Updated
Aug 8 closing price
Net Assets
136.03B
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HEOIX vs RWIFX

Header iconHEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFXBanner chart's image
Hartford Climate Opportunities I
Price$17.94
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.67M
American Funds Capital World Gr&Inc R5
Price$71.95
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets136.03B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Aug 11, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. HEOIX (123M). RWIFX pays higher dividends than HEOIX: RWIFX (1.72) vs HEOIX (0.54). HEOIX was incepted earlier than RWIFX: HEOIX (9 years) vs RWIFX (23 years). HEOIX (0.91) 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). HEOIX (15.12) and RWIFX (14.72) have marching annual gain over last year. RWIFX return over 5 years is better than : 48.65 vs. HEOIX (46.17).
HEOIXRWIFXHEOIX / RWIFX
Total Expense Ratio0.890.46193%
Annual Report Gross Expense Ratio0.910.46198%
Fund Existence9 years23 years-
Gain YTD13.83214.27797%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets123M136B0%
Annual Yield % from dividends0.541.7232%
Returns for 1 year15.1214.72103%
Returns for 3 years28.9745.3964%
Returns for 5 years46.1748.6595%
Returns for 10 yearsN/A63.10-
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