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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
Hartford Climate Opportunities I
Price$17.80
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. HEOIX (124M). RWIFX pays higher dividends than HEOIX: RWIFX (1.72) vs HEOIX (0.56). HEOIX was incepted earlier than RWIFX: HEOIX (9 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: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEOIX: RWIFX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 10.76 vs. RWIFX (9.68). HEOIX return over 5 years is better than : 63.97 vs. RWIFX (54.61).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 0.91 | 0.46 | 198% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.944 | 13.737 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.56 | 1.72 | 32% |
| Returns for 1 year | 10.76 | 9.68 | 111% |
| Returns for 3 years | 38.68 | 51.39 | 75% |
| Returns for 5 years | 63.97 | 54.61 | 117% |
| Returns for 10 years | N/A | 64.73 | - |
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