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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
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.
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).
| 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 | 17.603 | 23.740 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.67 | 1.60 | 42% |
| Returns for 1 year | 10.43 | 15.39 | 68% |
| Returns for 3 years | 34.96 | 57.49 | 61% |
| Returns for 5 years | 35.07 | 49.55 | 71% |
| Returns for 10 years | N/A | 88.26 | - |
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