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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
Hartford Climate Opportunities A
Price$17.39
Change+$0.09 (+0.52%)
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
HEOMX vs RWIBX Comparison Chart
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HEOMX 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 HEOMX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HEOMX (121M). RWIBX pays higher dividends than HEOMX: RWIBX (0.86) vs HEOMX (0.29). HEOMX was incepted earlier than RWIBX: HEOMX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOMX (1.17). 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 : 5.49 vs. HEOMX (3.41). HEOMX return over 5 years is better than : 55.03 vs. RWIBX (42.11).
| HEOMX | RWIBX | HEOMX / RWIBX | |
| Total Expense Ratio | 1.17 | 1.51 | 77% |
| Annual Report Gross Expense Ratio | 1.17 | 1.51 | 77% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.788 | 8.682 | 90% |
| Front Load | 6% | 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 | 0.29 | 0.86 | 33% |
| Returns for 1 year | 3.41 | 5.49 | 62% |
| Returns for 3 years | 17.99 | 26.76 | 67% |
| Returns for 5 years | 55.03 | 42.11 | 131% |
| Returns for 10 years | N/A | 48.90 | - |
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