HEOIX
Price
$17.65
Change
+$0.11 (+0.63%)
Updated
Jul 2 closing price
Net Assets
122.5M
RWIBX
Price
$70.00
Change
+$0.24 (+0.34%)
Updated
Jul 2 closing price
Net Assets
134.69B
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HEOIX vs RWIBX

Header iconHEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBXBanner chart's image
Hartford Climate Opportunities I
Price$17.65
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets122.5M
American Funds Capital World Gr&Inc R2
Price$70.00
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
HEOIX vs RWIBX Comparison Chart in %
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HEOIX vs. RWIBX commentary
Jul 03, 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 Hold.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. HEOIX (123M). RWIBX pays higher dividends than HEOIX: RWIBX (0.82) vs HEOIX (0.56). 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 : 10.03 vs. RWIBX (8.71). HEOIX return over 5 years is better than : 61.57 vs. RWIBX (47.81).
HEOIXRWIBXHEOIX / RWIBX
Total Expense Ratio0.891.5159%
Annual Report Gross Expense Ratio0.911.5160%
Fund Existence9 years23 years-
Gain YTD11.29412.42191%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets123M135B0%
Annual Yield % from dividends0.560.8268%
Returns for 1 year10.038.71115%
Returns for 3 years36.6546.3179%
Returns for 5 years61.5747.81129%
Returns for 10 yearsN/A55.51-
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