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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
Hartford Climate Opportunities R5
Price$18.54
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. HEOTX (126M). RWIFX pays higher dividends than HEOTX: RWIFX (1.70) vs HEOTX (0.54). 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 (16.61) and HEOTX (16.05) have marching annual gain over last year. RWIFX return over 5 years is better than : 32.39 vs. HEOTX (18.60).
| 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 | 5.701 | 4.964 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.54 | 1.70 | 32% |
| Returns for 1 year | 16.05 | 16.61 | 97% |
| Returns for 3 years | 27.61 | 44.56 | 62% |
| Returns for 5 years | 18.60 | 32.39 | 57% |
| Returns for 10 years | N/A | 102.75 | - |
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