Interact to see
Advertisement
Advertisement
HEONX vs RWIFX
HEONX vs RWIFX Comparison
Open Charts HEONX vs RWIFX
Hartford Climate Opportunities C
Price$18.16
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HEONX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEONX vs. RWIFX commentary
Oct 18, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. HEONX (123M). RWIFX pays higher dividends than HEONX: RWIFX (1.64) vs HEONX (0.00). HEONX was incepted earlier than RWIFX: HEONX (10 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: 75.00 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 : 11.13 vs. HEONX (6.82). RWIFX return over 5 years is better than : 52.48 vs. HEONX (32.55).
| HEONX | RWIFX | HEONX / RWIFX | |
| Total Expense Ratio | 1.94 | 0.46 | 422% |
| Annual Report Gross Expense Ratio | 1.96 | 0.46 | 426% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 16.410 | 20.250 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 6.82 | 11.13 | 61% |
| Returns for 3 years | 43.44 | 68.41 | 64% |
| Returns for 5 years | 32.55 | 52.48 | 62% |
| Returns for 10 years | N/A | 79.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement