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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$18.50
Change-$0.32 (-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
HEOIX vs RWIFX Comparison Chart in %
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HEOIX 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 HEOIX is a Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. HEOIX (121M). RWIFX pays higher dividends than HEOIX: RWIFX (1.60) vs HEOIX (0.52). HEOIX was incepted earlier than RWIFX: HEOIX (10 years) vs RWIFX (24 years). HEOIX (0.91) is less costly to investors than RWIFX (0.46). HEOIX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEOIX: RWIFX (250) vs HEOIX (2000). RWIFX annual gain was more profitable for investors over the last year : 15.39 vs. HEOIX (11.92). RWIFX return over 5 years is better than : 49.55 vs. HEOIX (36.02).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 0.91 | 0.46 | 198% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 19.416 | 23.740 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.52 | 1.60 | 32% |
| Returns for 1 year | 11.92 | 15.39 | 77% |
| Returns for 3 years | 34.92 | 57.49 | 61% |
| Returns for 5 years | 36.02 | 49.55 | 73% |
| Returns for 10 years | N/A | 88.26 | - |
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