HEOIX
Price
$18.31
Change
+$0.13 (+0.72%)
Updated
Jul 25 closing price
Net Assets
125.84M
RWIFX
Price
$72.53
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
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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$18.31
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. HEOIX (126M). 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 (14.50) and RWIFX (14.13) have marching annual gain over last year. HEOIX return over 5 years is better than : 55.71 vs. RWIFX (52.85).
HEOIXRWIFXHEOIX / RWIFX
Total Expense Ratio0.890.46193%
Annual Report Gross Expense Ratio0.910.46198%
Fund Existence9 years23 years-
Gain YTD16.18015.198106%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.561.7232%
Returns for 1 year14.5014.13103%
Returns for 3 years40.7252.1778%
Returns for 5 years55.7152.85105%
Returns for 10 yearsN/A64.97-
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