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HEOFX vs RWIGX
HEOFX vs RWIGX Comparison
Open Charts HEOFX vs RWIGX
Hartford Climate Opportunities F
Price$17.45
Change-$0.24 (-1.36%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R6
Price$68.70
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
HEOFX vs RWIGX Comparison Chart
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HEOFX vs. RWIGX commentary
Jun 16, 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: 131B vs. HEOFX (121M). RWIGX pays higher dividends than HEOFX: RWIGX (1.85) vs HEOFX (0.75). 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). RWIGX annual gain was more profitable for investors over the last year : 6.70 vs. HEOFX (3.41). HEOFX return over 5 years is better than : 65.54 vs. RWIGX (53.54).
| 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 | 7.783 | 9.192 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.75 | 1.85 | 41% |
| Returns for 1 year | 3.41 | 6.70 | 51% |
| Returns for 3 years | 33.82 | 45.30 | 75% |
| Returns for 5 years | 65.54 | 53.54 | 122% |
| Returns for 10 years | N/A | 53.80 | - |
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