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HEOFX vs RWIGX
HEOFX vs RWIGX Comparison
Open Charts HEOFX vs RWIGX
Hartford Climate Opportunities F
Price$18.31
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R6
Price$71.58
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
HEOFX vs RWIGX Comparison Chart in %
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HEOFX vs. RWIGX commentary
Jul 07, 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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 136B vs. HEOFX (124M). RWIGX pays higher dividends than HEOFX: RWIGX (1.77) vs HEOFX (0.72). HEOFX was incepted earlier than RWIGX: HEOFX (8 years) vs RWIGX (16 years). HEOFX (0.79) is less costly to investors than RWIGX (0.41). HEOFX is a more actively managed with annual turnover of: 108.00 vs. RWIGX (27.00). RWIGX has a lower initial minimum investment than HEOFX: RWIGX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 11.05 vs. RWIGX (9.74). HEOFX return over 5 years is better than : 65.68 vs. RWIGX (54.89).
| HEOFX | RWIGX | HEOFX / RWIGX | |
| Total Expense Ratio | 0.69 | 0.41 | 168% |
| Annual Report Gross Expense Ratio | 0.79 | 0.41 | 193% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 13.094 | 13.770 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.72 | 1.77 | 41% |
| Returns for 1 year | 11.05 | 9.74 | 113% |
| Returns for 3 years | 39.69 | 51.58 | 77% |
| Returns for 5 years | 65.68 | 54.89 | 120% |
| Returns for 10 years | N/A | 64.99 | - |
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