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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$18.12
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Nov 20, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. HEOIX (118M). RWIFX pays higher dividends than HEOIX: RWIFX (1.60) vs HEOIX (0.52). HEOIX was incepted earlier than RWIFX: HEOIX (10 years) vs RWIFX (24 years). HEOIX (0.91) is less costly to investors than RWIFX (0.46). HEOIX is a more actively managed with annual turnover of: 75.00 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 : 12.54 vs. HEOIX (8.54). RWIFX return over 5 years is better than : 43.47 vs. HEOIX (28.75).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 0.91 | 0.46 | 198% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 14.784 | 19.262 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 139B | 0% |
| Annual Yield % from dividends | 0.52 | 1.60 | 32% |
| Returns for 1 year | 8.54 | 12.54 | 68% |
| Returns for 3 years | 30.60 | 52.05 | 59% |
| Returns for 5 years | 28.75 | 43.47 | 66% |
| Returns for 10 years | N/A | 76.17 | - |
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