Interact to see
Advertisement
Advertisement
HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$16.97
Change+$0.10 (+0.59%)
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
HEOTX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOTX 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 HEOTX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. HEOTX (121M). RWIFX pays higher dividends than HEOTX: RWIFX (1.80) vs HEOTX (0.66). HEOTX was incepted earlier than RWIFX: HEOTX (9 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: 108.00 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 : 6.69 vs. HEOTX (3.72). HEOTX return over 5 years is better than : 57.11 vs. RWIFX (47.37).
| HEOTX | RWIFX | HEOTX / RWIFX | |
| Total Expense Ratio | 0.81 | 0.46 | 176% |
| Annual Report Gross Expense Ratio | 0.89 | 0.46 | 193% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.933 | 9.173 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 1.80 | 37% |
| Returns for 1 year | 3.72 | 6.69 | 56% |
| Returns for 3 years | 19.25 | 29.94 | 64% |
| Returns for 5 years | 57.11 | 47.37 | 121% |
| Returns for 10 years | N/A | 54.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PEMX | 56.01 | 0.80 | +1.45% |
| Putnam Emerging Markets Ex-China ETF | |||
| LCLG | 54.68 | 0.41 | +0.75% |
| Logan Capital Broad Innovative Gr ETF | |||
| EUFN | 32.27 | 0.21 | +0.66% |
| iShares MSCI Europe Financials ETF | |||
| FLIA | 20.45 | 0.06 | +0.29% |
| Franklin International Aggregate Bd ETF | |||
| MVT | 10.02 | -0.03 | -0.30% |
| Blackrock Munivest Fund II | |||