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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$17.77
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets122.03M
American Funds Capital World Gr&Inc R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX commentary
Aug 08, 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: 135B vs. HEOTX (122M). RWIFX pays higher dividends than HEOTX: RWIFX (1.72) vs HEOTX (0.62). 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 (16.76) and HEOTX (16.45) have marching annual gain over last year. RWIFX return over 5 years is better than : 47.88 vs. HEOTX (45.51).
| 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 | 13.116 | 13.689 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.62 | 1.72 | 36% |
| Returns for 1 year | 16.45 | 16.76 | 98% |
| Returns for 3 years | 27.89 | 43.84 | 64% |
| Returns for 5 years | 45.51 | 47.88 | 95% |
| Returns for 10 years | N/A | 60.63 | - |
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