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HEOFX vs RWICX
HEOFX vs RWICX Comparison
Open Charts HEOFX vs RWICX
Hartford Climate Opportunities F
Price$18.31
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R3
Price$70.98
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEOFX vs RWICX Comparison Chart in %
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HEOFX vs. RWICX commentary
Jul 07, 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 HEOFX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. HEOFX (124M). RWICX pays higher dividends than HEOFX: RWICX (1.21) vs HEOFX (0.72). HEOFX was incepted earlier than RWICX: HEOFX (8 years) vs RWICX (23 years). RWICX (1.06) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 108.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HEOFX: RWICX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 11.05 vs. RWICX (8.98). HEOFX return over 5 years is better than : 65.68 vs. RWICX (51.25).
| HEOFX | RWICX | HEOFX / RWICX | |
| Total Expense Ratio | 0.69 | 1.06 | 65% |
| Annual Report Gross Expense Ratio | 0.79 | 1.06 | 75% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 13.094 | 13.400 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.72 | 1.21 | 60% |
| Returns for 1 year | 11.05 | 8.98 | 123% |
| Returns for 3 years | 39.69 | 49.02 | 81% |
| Returns for 5 years | 65.68 | 51.25 | 128% |
| Returns for 10 years | N/A | 60.97 | - |
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