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HEONX vs RWIFX
HEONX vs RWIFX Comparison
Open Charts HEONX vs RWIFX
Hartford Climate Opportunities C
Price$14.95
Change+$1.10 (+7.94%)
VolumeN/A
Net Assets103.63M
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
HEONX vs RWIFX Comparison Chart
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HEONX vs. RWIFX commentary
Apr 11, 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: 109B vs. HEONX (104M). RWIFX pays higher dividends than HEONX: RWIFX (1.93) vs HEONX (0.00). HEONX was incepted earlier than RWIFX: HEONX (9 years) vs RWIFX (23 years). HEONX (1.98) 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 : -10.59 vs. HEONX (-13.71). HEONX return over 5 years is better than : 46.41 vs. RWIFX (38.79).
| HEONX | RWIFX | HEONX / RWIFX | |
| Total Expense Ratio | 1.94 | 0.46 | 422% |
| Annual Report Gross Expense Ratio | 1.98 | 0.46 | 430% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -11.218 | -10.236 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 109B | 0% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | -13.71 | -10.59 | 129% |
| Returns for 3 years | -9.00 | 2.13 | -423% |
| Returns for 5 years | 46.41 | 38.79 | 120% |
| Returns for 10 years | N/A | 24.94 | - |
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