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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX commentary
Nov 20, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. HEOTX (118M). RWIFX pays higher dividends than HEOTX: RWIFX (1.60) vs HEOTX (0.59). HEOTX was incepted earlier than RWIFX: HEOTX (10 years) vs RWIFX (24 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 : 12.54 vs. HEOTX (8.63). RWIFX return over 5 years is better than : 43.47 vs. HEOTX (29.11).
| 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 | 24 years | - |
| Gain YTD | 14.907 | 19.262 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 139B | 0% |
| Annual Yield % from dividends | 0.59 | 1.60 | 37% |
| Returns for 1 year | 8.63 | 12.54 | 69% |
| Returns for 3 years | 30.93 | 52.05 | 59% |
| Returns for 5 years | 29.11 | 43.47 | 67% |
| Returns for 10 years | N/A | 76.17 | - |
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