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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$17.59
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets121.52M
American Funds Capital World Gr&Inc R5
Price$71.41
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Jul 17, 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: 135B vs. HEOIX (122M). RWIFX pays higher dividends than HEOIX: RWIFX (1.72) vs HEOIX (0.56). 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 : 7.22 vs. HEOIX (4.48). HEOIX (51.13) and RWIFX (50.19) have equivalent 5 years return.
| 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 | 11.548 | 13.419 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.56 | 1.72 | 32% |
| Returns for 1 year | 4.48 | 7.22 | 62% |
| Returns for 3 years | 39.29 | 53.08 | 74% |
| Returns for 5 years | 51.13 | 50.19 | 102% |
| Returns for 10 years | N/A | 59.38 | - |
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