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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
Hartford Climate Opportunities F
Price$18.57
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.31M
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Dec 27, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HEOFX (122M). RWIFX pays higher dividends than HEOFX: RWIFX (1.59) 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). HEOFX (12.63) and RWIFX (12.56) have marching annual gain over last year. RWIFX return over 5 years is better than : 32.63 vs. HEOFX (21.37).
| 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 | 14.700 | 14.593 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 142B | 0% |
| Annual Yield % from dividends | 0.67 | 1.59 | 42% |
| Returns for 1 year | 12.63 | 12.56 | 101% |
| Returns for 3 years | 34.02 | 47.35 | 72% |
| Returns for 5 years | 21.37 | 32.63 | 65% |
| Returns for 10 years | N/A | 76.69 | - |
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