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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
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.
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).
| 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 | 16.180 | 15.198 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.56 | 1.72 | 32% |
| Returns for 1 year | 14.50 | 14.13 | 103% |
| Returns for 3 years | 40.72 | 52.17 | 78% |
| Returns for 5 years | 55.71 | 52.85 | 105% |
| Returns for 10 years | N/A | 64.97 | - |
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