HEOIX
Price
$17.80
Change
+$0.15 (+0.85%)
Updated
Jul 3 closing price
Net Assets
124.15M
RWIFX
Price
$71.61
Change
+$0.45 (+0.63%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$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.

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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).
HEOIXRWIFXHEOIX / RWIFX
Total Expense Ratio0.890.46193%
Annual Report Gross Expense Ratio0.910.46198%
Fund Existence9 years23 years-
Gain YTD12.94413.73794%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.561.7232%
Returns for 1 year10.769.68111%
Returns for 3 years38.6851.3975%
Returns for 5 years63.9754.61117%
Returns for 10 yearsN/A64.73-
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