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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$16.81
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets117.75M
American Funds Capital World Gr&Inc R5
Price$68.69
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Jun 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. HEOIX (118M). RWIFX pays higher dividends than HEOIX: RWIFX (1.80) vs HEOIX (0.58). 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). RWIFX annual gain was more profitable for investors over the last year : 6.05 vs. HEOIX (2.76). HEOIX return over 5 years is better than : 59.41 vs. RWIFX (51.26).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 0.91 | 0.46 | 198% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.662 | 9.099 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 131B | 0% |
| Annual Yield % from dividends | 0.58 | 1.80 | 32% |
| Returns for 1 year | 2.76 | 6.05 | 46% |
| Returns for 3 years | 33.61 | 47.82 | 70% |
| Returns for 5 years | 59.41 | 51.26 | 116% |
| Returns for 10 years | N/A | 53.88 | - |
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