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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$14.80
Change-$0.34 (-2.25%)
VolumeN/A
Net Assets111.77M
American Funds Capital World Gr&Inc R2
Price$58.79
Change-$0.98 (-1.64%)
VolumeN/A
Net Assets116.98B
HEOIX vs RWIBX Comparison Chart
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HEOIX vs. RWIBX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. HEOIX (112M). RWIBX pays higher dividends than HEOIX: RWIBX (0.92) vs HEOIX (0.62). HEOIX was incepted earlier than RWIBX: HEOIX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOIX (0.93). 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 (-4.61) and RWIBX (-4.83) have marching annual gain over last year. HEOIX return over 5 years is better than : 66.05 vs. RWIBX (43.05).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.93 | 1.51 | 62% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -3.934 | -4.331 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 117B | 0% |
| Annual Yield % from dividends | 0.62 | 0.92 | 68% |
| Returns for 1 year | -4.61 | -4.83 | 96% |
| Returns for 3 years | 2.85 | 7.98 | 36% |
| Returns for 5 years | 66.05 | 43.05 | 153% |
| Returns for 10 years | N/A | 28.88 | - |
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