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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$18.02
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets123.18M
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. HEOTX (123M). RWIFX pays higher dividends than HEOTX: RWIFX (1.72) vs HEOTX (0.62). 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 (10.96) and HEOTX (10.49) have marching annual gain over last year. RWIFX return over 5 years is better than : 45.83 vs. HEOTX (42.41).
| 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 | 14.843 | 16.342 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 137B | 0% |
| Annual Yield % from dividends | 0.62 | 1.72 | 36% |
| Returns for 1 year | 10.49 | 10.96 | 96% |
| Returns for 3 years | 32.45 | 50.71 | 64% |
| Returns for 5 years | 42.41 | 45.83 | 93% |
| Returns for 10 years | N/A | 76.64 | - |
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