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HEONX vs RWIFX
HEONX vs RWIFX Comparison
Open Charts HEONX vs RWIFX
Hartford Climate Opportunities C
Price$16.85
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
HEONX vs RWIFX Comparison Chart
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HEONX vs. RWIFX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. HEONX (121M). RWIFX pays higher dividends than HEONX: RWIFX (1.80) vs HEONX (0.00). HEONX was incepted earlier than RWIFX: HEONX (9 years) vs RWIFX (23 years). HEONX (1.96) is less costly to investors than RWIFX (0.46). HEONX is a more actively managed with annual turnover of: 108.00 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 : 6.69 vs. HEONX (2.57). HEONX (49.15) and RWIFX (47.37) have equivalent 5 years return.
| HEONX | RWIFX | HEONX / RWIFX | |
| Total Expense Ratio | 1.94 | 0.46 | 422% |
| Annual Report Gross Expense Ratio | 1.96 | 0.46 | 426% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.372 | 9.173 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.00 | 1.80 | - |
| Returns for 1 year | 2.57 | 6.69 | 38% |
| Returns for 3 years | 15.28 | 29.94 | 51% |
| Returns for 5 years | 49.15 | 47.37 | 104% |
| Returns for 10 years | N/A | 54.73 | - |
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