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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
Hartford Climate Opportunities A
Price$15.60
Change-$0.53 (-3.29%)
VolumeN/A
Net Assets117.44M
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
HEOMX vs RWIBX Comparison Chart
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HEOMX vs. RWIBX commentary
Apr 05, 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 HEOMX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. HEOMX (117M). RWIBX pays higher dividends than HEOMX: RWIBX (0.92) vs HEOMX (0.31). HEOMX was incepted earlier than RWIBX: HEOMX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOMX (1.20). HEOMX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOMX: RWIBX (250) vs HEOMX (2000). RWIBX annual gain was more profitable for investors over the last year : -0.58 vs. HEOMX (-1.53). HEOMX return over 5 years is better than : 93.06 vs. RWIBX (64.01).
| HEOMX | RWIBX | HEOMX / RWIBX | |
| Total Expense Ratio | 1.19 | 1.51 | 79% |
| Annual Report Gross Expense Ratio | 1.20 | 1.51 | 79% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.498 | 0.679 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 123B | 0% |
| Annual Yield % from dividends | 0.31 | 0.92 | 33% |
| Returns for 1 year | -1.53 | -0.58 | 263% |
| Returns for 3 years | 2.69 | 9.55 | 28% |
| Returns for 5 years | 93.06 | 64.01 | 145% |
| Returns for 10 years | N/A | 37.24 | - |
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