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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$17.94
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.67M
American Funds Capital World Gr&Inc R2
Price$70.70
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
HEOIX vs RWIBX Comparison Chart in %
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HEOIX vs. RWIBX commentary
Aug 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOIX (123M). RWIBX pays higher dividends than HEOIX: RWIBX (0.82) vs HEOIX (0.54). 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). HEOIX annual gain was more profitable for investors over the last year : 15.12 vs. RWIBX (13.43). HEOIX return over 5 years is better than : 46.17 vs. RWIBX (42.99).
| 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 | 13.832 | 13.545 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.54 | 0.82 | 67% |
| Returns for 1 year | 15.12 | 13.43 | 113% |
| Returns for 3 years | 28.97 | 41.42 | 70% |
| Returns for 5 years | 46.17 | 42.99 | 107% |
| Returns for 10 years | N/A | 56.53 | - |
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