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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$16.28
Change-$0.24 (-1.45%)
VolumeN/A
Net Assets127.7M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
HEOTX vs RWIFX Comparison Chart
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HEOTX vs. RWIFX commentary
Feb 23, 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: 128B vs. HEOTX (128M). 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 : 9.45 vs. RWIFX (7.41). HEOTX return over 5 years is better than : 48.11 vs. RWIFX (33.89).
| 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 | 5.694 | 4.358 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 128B | 0% |
| Annual Yield % from dividends | 0.71 | 1.94 | 37% |
| Returns for 1 year | 9.45 | 7.41 | 127% |
| Returns for 3 years | 14.49 | 17.26 | 84% |
| Returns for 5 years | 48.11 | 33.89 | 142% |
| Returns for 10 years | N/A | 46.04 | - |
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