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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$17.09
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
HEOIX vs RWIBX Comparison Chart
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HEOIX vs. RWIBX commentary
Jun 07, 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 HEOIX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HEOIX (121M). RWIBX pays higher dividends than HEOIX: RWIBX (0.86) vs HEOIX (0.58). HEOIX was incepted earlier than RWIBX: HEOIX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOIX (0.91). HEOIX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOIX: RWIBX (250) vs HEOIX (2000). RWIBX annual gain was more profitable for investors over the last year : 5.49 vs. HEOIX (3.67). HEOIX return over 5 years is better than : 56.74 vs. RWIBX (42.11).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.91 | 1.51 | 60% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.868 | 8.682 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.58 | 0.86 | 67% |
| Returns for 1 year | 3.67 | 5.49 | 67% |
| Returns for 3 years | 18.96 | 26.76 | 71% |
| Returns for 5 years | 56.74 | 42.11 | 135% |
| Returns for 10 years | N/A | 48.90 | - |
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