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HEOFX vs RWICX
HEOFX vs RWICX Comparison
Open Charts HEOFX vs RWICX
Hartford Climate Opportunities F
Price$18.62
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc R3
Price$72.91
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
HEOFX vs RWICX Comparison Chart in %
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HEOFX vs. RWICX commentary
Sep 09, 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: 138B vs. HEOFX (122M). RWICX pays higher dividends than HEOFX: RWICX (1.18) vs HEOFX (0.70). HEOFX was incepted earlier than RWICX: HEOFX (9 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: 75.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than HEOFX: RWICX (250) vs HEOFX (1000000). RWICX (15.22) and HEOFX (14.94) have marching annual gain over last year. RWICX (46.88) and HEOFX (46.62) 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 | 9 years | 23 years | - |
| Gain YTD | 15.009 | 16.484 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.70 | 1.18 | 59% |
| Returns for 1 year | 14.94 | 15.22 | 98% |
| Returns for 3 years | 30.90 | 48.27 | 64% |
| Returns for 5 years | 46.62 | 46.88 | 99% |
| Returns for 10 years | N/A | 74.26 | - |
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