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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$15.66
Change+$0.35 (+2.29%)
VolumeN/A
Net Assets113.06M
American Funds Capital World Gr&Inc R5
Price$63.14
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
HEOTX vs RWIFX Comparison Chart
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HEOTX vs. RWIFX commentary
Apr 25, 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: 119B vs. HEOTX (113M). RWIFX pays higher dividends than HEOTX: RWIFX (1.93) vs HEOTX (0.71). HEOTX was incepted earlier than RWIFX: HEOTX (9 years) vs RWIFX (23 years). HEOTX (0.92) 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 : 1.75 vs. HEOTX (-1.04). HEOTX return over 5 years is better than : 70.36 vs. RWIFX (52.63).
| HEOTX | RWIFX | HEOTX / RWIFX | |
| Total Expense Ratio | 0.81 | 0.46 | 176% |
| Annual Report Gross Expense Ratio | 0.92 | 0.46 | 200% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -2.047 | -0.287 | 713% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 119B | 0% |
| Annual Yield % from dividends | 0.71 | 1.93 | 37% |
| Returns for 1 year | -1.04 | 1.75 | -59% |
| Returns for 3 years | 8.45 | 19.37 | 44% |
| Returns for 5 years | 70.36 | 52.63 | 134% |
| Returns for 10 years | N/A | 37.29 | - |