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HEOFX vs RWICX
HEOFX vs RWICX Comparison
Open Charts HEOFX vs RWICX
Hartford Climate Opportunities F
Price$18.67
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets123.91M
American Funds Capital World Gr&Inc R3
Price$72.15
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
HEOFX vs RWICX Comparison Chart in %
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HEOFX vs. RWICX commentary
Aug 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 HEOFX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. HEOFX (124M). RWICX pays higher dividends than HEOFX: RWICX (1.21) vs HEOFX (0.71). 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 : 13.23 vs. RWICX (11.06). HEOFX (47.80) and RWICX (45.91) have equivalent 5 years return.
| 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 | 15.318 | 15.270 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.71 | 1.21 | 58% |
| Returns for 1 year | 13.23 | 11.06 | 120% |
| Returns for 3 years | 26.33 | 40.14 | 66% |
| Returns for 5 years | 47.80 | 45.91 | 104% |
| Returns for 10 years | N/A | 62.40 | - |
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