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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$18.70
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HEOIX (126M). RWIFX pays higher dividends than HEOIX: RWIFX (1.70) vs HEOIX (0.46). 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 (16.61) and HEOIX (16.08) have marching annual gain over last year. RWIFX return over 5 years is better than : 32.39 vs. HEOIX (18.23).
| 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 | 5.709 | 4.964 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.46 | 1.70 | 27% |
| Returns for 1 year | 16.08 | 16.61 | 97% |
| Returns for 3 years | 27.34 | 44.56 | 61% |
| Returns for 5 years | 18.23 | 32.39 | 56% |
| Returns for 10 years | N/A | 102.75 | - |
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