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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$16.32
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets126.06M
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets125.76B
HEOIX vs RWIFX Comparison Chart
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HEOIX vs. RWIFX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. HEOIX (126M). RWIFX pays higher dividends than HEOIX: RWIFX (1.94) vs HEOIX (0.63). HEOIX was incepted earlier than RWIFX: HEOIX (9 years) vs RWIFX (23 years). 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). HEOIX annual gain was more profitable for investors over the last year : 13.17 vs. RWIFX (11.29). HEOIX return over 5 years is better than : 47.18 vs. RWIFX (28.93).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.553 | 2.077 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 126B | 0% |
| Annual Yield % from dividends | 0.63 | 1.94 | 33% |
| Returns for 1 year | 13.17 | 11.29 | 117% |
| Returns for 3 years | 3.77 | 9.29 | 41% |
| Returns for 5 years | 47.18 | 28.93 | 163% |
| Returns for 10 years | N/A | 49.38 | - |
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