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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$16.20
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets126.99M
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
HEOTX vs RWIFX Comparison Chart
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HEOTX vs. RWIFX commentary
Jan 19, 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: 127B vs. HEOTX (127M). RWIFX pays higher dividends than HEOTX: RWIFX (1.94) vs HEOTX (0.71). HEOTX was incepted earlier than RWIFX: HEOTX (9 years) vs RWIFX (23 years). 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). HEOTX annual gain was more profitable for investors over the last year : 13.29 vs. RWIFX (11.29). HEOTX return over 5 years is better than : 47.55 vs. RWIFX (28.93).
| HEOTX | RWIFX | HEOTX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.647 | 2.077 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 127B | 0% |
| Annual Yield % from dividends | 0.71 | 1.94 | 37% |
| Returns for 1 year | 13.29 | 11.29 | 118% |
| Returns for 3 years | 4.06 | 9.29 | 44% |
| Returns for 5 years | 47.55 | 28.93 | 164% |
| Returns for 10 years | N/A | 49.38 | - |