HEOIX
Price
$18.83
Change
+$0.06 (+0.32%)
Updated
Dec 3 closing price
Net Assets
122.62M
RWIFX
Price
$77.41
Change
+$0.54 (+0.70%)
Updated
Dec 3 closing price
Net Assets
142.32B
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HEOIX vs RWIFX

Header iconHEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFXBanner chart's image
Hartford Climate Opportunities I
Price$18.83
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets122.62M
American Funds Capital World Gr&Inc R5
Price$77.41
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Dec 05, 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 Buy and RWIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HEOIX (123M). RWIFX pays higher dividends than HEOIX: RWIFX (1.59) 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 : 13.38 vs. HEOIX (9.58). RWIFX return over 5 years is better than : 43.04 vs. HEOIX (29.54).
HEOIXRWIFXHEOIX / RWIFX
Total Expense Ratio0.890.46193%
Annual Report Gross Expense Ratio0.910.46198%
Fund Existence10 years24 years-
Gain YTD19.48023.35783%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets123M142B0%
Annual Yield % from dividends0.521.5932%
Returns for 1 year9.5813.3872%
Returns for 3 years31.9452.0161%
Returns for 5 years29.5443.0469%
Returns for 10 yearsN/A83.46-
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