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HEONX vs RWIFX
HEONX vs RWIFX Comparison
Open Charts HEONX vs RWIFX
Hartford Climate Opportunities C
Price$17.53
Change+$0.15 (+0.86%)
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
HEONX vs RWIFX Comparison Chart in %
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HEONX vs. RWIFX commentary
Jul 06, 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: 136B vs. HEONX (124M). 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 (9.68) and HEONX (9.56) have marching annual gain over last year. HEONX (56.10) and RWIFX (54.61) have equivalent 5 years return.
| 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 | 12.372 | 13.737 | 90% |
| 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 | 0.00 | 1.72 | - |
| Returns for 1 year | 9.56 | 9.68 | 99% |
| Returns for 3 years | 34.43 | 51.39 | 67% |
| Returns for 5 years | 56.10 | 54.61 | 103% |
| Returns for 10 years | N/A | 64.73 | - |
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