Interact to see
Advertisement
Advertisement
HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$17.67
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets123.17M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.13B
HEOTX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOTX vs. RWIFX commentary
Jul 04, 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: 135B vs. HEOTX (123M). RWIFX pays higher dividends than HEOTX: RWIFX (1.72) vs HEOTX (0.63). 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). HEOTX (9.93) and RWIFX (9.68) have marching annual gain over last year. HEOTX return over 5 years is better than : 63.02 vs. RWIFX (54.61).
| 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 | 12.092 | 13.737 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.63 | 1.72 | 37% |
| Returns for 1 year | 9.93 | 9.68 | 103% |
| Returns for 3 years | 37.91 | 51.39 | 74% |
| Returns for 5 years | 63.02 | 54.61 | 115% |
| Returns for 10 years | N/A | 64.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement