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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$18.50
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets123.6M
American Funds Capital World Gr&Inc R5
Price$76.18
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX commentary
Oct 08, 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 HEOTX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HEOTX (124M). RWIFX pays higher dividends than HEOTX: RWIFX (1.64) vs HEOTX (0.61). HEOTX was incepted earlier than RWIFX: HEOTX (10 years) vs RWIFX (23 years). HEOTX (0.89) is less costly to investors than RWIFX (0.46). HEOTX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). HEOTX has a lower initial minimum investment than RWIFX: HEOTX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 12.61 vs. HEOTX (8.44). RWIFX return over 5 years is better than : 55.33 vs. HEOTX (41.43).
| HEOTX | RWIFX | HEOTX / RWIFX | |
| Total Expense Ratio | 0.81 | 0.46 | 176% |
| Annual Report Gross Expense Ratio | 0.89 | 0.46 | 193% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.466 | 21.397 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 142B | 0% |
| Annual Yield % from dividends | 0.61 | 1.64 | 37% |
| Returns for 1 year | 8.44 | 12.61 | 67% |
| Returns for 3 years | 50.88 | 71.32 | 71% |
| Returns for 5 years | 41.43 | 55.33 | 75% |
| Returns for 10 years | N/A | 81.59 | - |
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