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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. HEOIX (123M). RWIFX pays higher dividends than HEOIX: RWIFX (1.64) vs HEOIX (0.53). HEOIX was incepted earlier than RWIFX: HEOIX (10 years) vs RWIFX (23 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 : 11.13 vs. HEOIX (8.03). RWIFX return over 5 years is better than : 52.48 vs. HEOIX (39.27).
| 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 | 23 years | - |
| Gain YTD | 17.386 | 20.250 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.53 | 1.64 | 33% |
| Returns for 1 year | 8.03 | 11.13 | 72% |
| Returns for 3 years | 48.07 | 68.41 | 70% |
| Returns for 5 years | 39.27 | 52.48 | 75% |
| Returns for 10 years | N/A | 79.35 | - |
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