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HEONX vs RWIFX
HEONX vs RWIFX Comparison
Open Charts HEONX vs RWIFX
Hartford Climate Opportunities C
Price$16.22
Change-$0.24 (-1.46%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
HEONX vs RWIFX Comparison Chart
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HEONX vs. RWIFX commentary
Feb 23, 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 HEONX is a Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. HEONX (126M). RWIFX pays higher dividends than HEONX: RWIFX (1.94) vs HEONX (0.00). HEONX was incepted earlier than RWIFX: HEONX (9 years) vs RWIFX (23 years). HEONX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEONX: RWIFX (250) vs HEONX (2000). RWIFX annual gain was more profitable for investors over the last year : 7.41 vs. HEONX (6.64). HEONX return over 5 years is better than : 38.51 vs. RWIFX (33.89).
| HEONX | RWIFX | HEONX / 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 | 3.974 | 4.358 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.00 | 1.94 | - |
| Returns for 1 year | 6.64 | 7.41 | 90% |
| Returns for 3 years | 9.08 | 17.26 | 53% |
| Returns for 5 years | 38.51 | 33.89 | 114% |
| Returns for 10 years | N/A | 46.04 | - |
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