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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$19.24
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets126.04M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Feb 05, 2026
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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HEOFX (126M). RWIFX pays higher dividends than HEOFX: RWIFX (1.70) vs HEOFX (0.63). HEOFX was incepted earlier than RWIFX: HEOFX (9 years) vs RWIFX (24 years). HEOFX (0.79) is less costly to investors than RWIFX (0.46). HEOFX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEOFX: RWIFX (250) vs HEOFX (1000000). RWIFX (16.61) and HEOFX (16.42) have marching annual gain over last year. RWIFX return over 5 years is better than : 32.39 vs. HEOFX (19.81).
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.79 | 0.46 | 172% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 5.714 | 4.964 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.63 | 1.70 | 37% |
| Returns for 1 year | 16.42 | 16.61 | 99% |
| Returns for 3 years | 28.39 | 44.56 | 64% |
| Returns for 5 years | 19.81 | 32.39 | 61% |
| Returns for 10 years | N/A | 102.75 | - |
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