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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$18.36
Change-$0.32 (-1.71%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX commentary
Nov 14, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. HEOTX (121M). RWIFX pays higher dividends than HEOTX: RWIFX (1.60) vs HEOTX (0.59). HEOTX was incepted earlier than RWIFX: HEOTX (10 years) vs RWIFX (24 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 : 15.39 vs. HEOTX (10.19). RWIFX return over 5 years is better than : 49.55 vs. HEOTX (33.94).
| 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 | 24 years | - |
| Gain YTD | 17.466 | 23.740 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.59 | 1.60 | 37% |
| Returns for 1 year | 10.19 | 15.39 | 66% |
| Returns for 3 years | 34.32 | 57.49 | 60% |
| Returns for 5 years | 33.94 | 49.55 | 68% |
| Returns for 10 years | N/A | 88.26 | - |
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