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HEONX vs RWIFX
HEONX vs RWIFX Comparison
Open Charts HEONX vs RWIFX
Hartford Climate Opportunities C
Price$18.01
Change+$0.12 (+0.67%)
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
HEONX vs RWIFX Comparison Chart in %
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HEONX vs. RWIFX commentary
Jul 28, 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 HEONX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. HEONX (126M). RWIFX pays higher dividends than HEONX: RWIFX (1.72) vs HEONX (0.00). HEONX was incepted earlier than RWIFX: HEONX (9 years) vs RWIFX (23 years). HEONX (1.96) is less costly to investors than RWIFX (0.46). HEONX is a more actively managed with annual turnover of: 108.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than HEONX: RWIFX (250) vs HEONX (2000). RWIFX annual gain was more profitable for investors over the last year : 14.13 vs. HEONX (13.20). RWIFX return over 5 years is better than : 52.85 vs. HEONX (47.99).
| HEONX | RWIFX | HEONX / RWIFX | |
| Total Expense Ratio | 1.94 | 0.46 | 422% |
| Annual Report Gross Expense Ratio | 1.96 | 0.46 | 426% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 15.449 | 15.198 | 102% |
| 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 | 0.00 | 1.72 | - |
| Returns for 1 year | 13.20 | 14.13 | 93% |
| Returns for 3 years | 36.23 | 52.17 | 69% |
| Returns for 5 years | 47.99 | 52.85 | 91% |
| Returns for 10 years | N/A | 64.97 | - |
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