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HEOFX vs RWICX
HEOFX vs RWICX Comparison
Open Charts HEOFX vs RWICX
Hartford Climate Opportunities F
Price$17.45
Change-$0.24 (-1.36%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R3
Price$68.15
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
HEOFX vs RWICX Comparison Chart
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HEOFX vs. RWICX commentary
Jun 16, 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: 131B vs. HEOFX (121M). RWICX pays higher dividends than HEOFX: RWICX (1.26) vs HEOFX (0.75). 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). RWICX annual gain was more profitable for investors over the last year : 5.98 vs. HEOFX (3.41). HEOFX return over 5 years is better than : 65.54 vs. RWICX (50.18).
| 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 | 7.783 | 8.879 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.75 | 1.26 | 59% |
| Returns for 1 year | 3.41 | 5.98 | 57% |
| Returns for 3 years | 33.82 | 42.88 | 79% |
| Returns for 5 years | 65.54 | 50.18 | 131% |
| Returns for 10 years | N/A | 50.31 | - |
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