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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$18.36
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX commentary
Oct 21, 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 HEOTX is a Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. HEOTX (123M). RWIFX pays higher dividends than HEOTX: RWIFX (1.64) vs HEOTX (0.61). HEOTX was incepted earlier than RWIFX: HEOTX (10 years) vs RWIFX (23 years). HEOTX (0.89) is less costly to investors than RWIFX (0.46). HEOTX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). HEOTX has a lower initial minimum investment than RWIFX: HEOTX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 11.13 vs. HEOTX (8.06). RWIFX return over 5 years is better than : 52.48 vs. HEOTX (39.55).
| HEOTX | RWIFX | HEOTX / RWIFX | |
| Total Expense Ratio | 0.81 | 0.46 | 176% |
| Annual Report Gross Expense Ratio | 0.89 | 0.46 | 193% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.466 | 20.250 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.61 | 1.64 | 37% |
| Returns for 1 year | 8.06 | 11.13 | 72% |
| Returns for 3 years | 48.39 | 68.41 | 71% |
| Returns for 5 years | 39.55 | 52.48 | 75% |
| Returns for 10 years | N/A | 79.35 | - |
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