HEOFX
Price
$18.31
Change
+$0.16 (+0.88%)
Updated
Jul 3 closing price
Net Assets
124.15M
RWICX
Price
$70.98
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HEOFX vs RWICX

Header iconHEOFX vs RWICX Comparison
Open Charts HEOFX vs RWICXBanner chart's image
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.

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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).
HEOFXRWICXHEOFX / RWICX
Total Expense Ratio0.691.0665%
Annual Report Gross Expense Ratio0.791.0675%
Fund Existence8 years23 years-
Gain YTD13.09413.40098%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.721.2160%
Returns for 1 year11.058.98123%
Returns for 3 years39.6949.0281%
Returns for 5 years65.6851.25128%
Returns for 10 yearsN/A60.97-
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