HEOFX
Price
$19.04
Change
-$0.33 (-1.70%)
Updated
Nov 13 closing price
Net Assets
120.97M
RWIFX
Price
$76.25
Change
-$1.40 (-1.80%)
Updated
Nov 13 closing price
Net Assets
144.09B
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HEOFX vs RWIFX

Header iconHEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFXBanner chart's image
Hartford Climate Opportunities F
Price$19.04
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Nov 14, 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 RWIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. HEOFX (121M). RWIFX pays higher dividends than HEOFX: RWIFX (1.60) vs HEOFX (0.67). 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 annual gain was more profitable for investors over the last year : 15.39 vs. HEOFX (10.43). RWIFX return over 5 years is better than : 49.55 vs. HEOFX (35.07).
HEOFXRWIFXHEOFX / RWIFX
Total Expense Ratio0.690.46150%
Annual Report Gross Expense Ratio0.790.46172%
Fund Existence9 years24 years-
Gain YTD17.60323.74074%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets121M144B0%
Annual Yield % from dividends0.671.6042%
Returns for 1 year10.4315.3968%
Returns for 3 years34.9657.4961%
Returns for 5 years35.0749.5571%
Returns for 10 yearsN/A88.26-
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