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HEONX vs RWIBX
HEONX vs RWIBX Comparison
Open Charts HEONX vs RWIBX
Hartford Climate Opportunities C
Price$16.85
Change+$0.10 (+0.60%)
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
HEONX vs RWIBX Comparison Chart
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HEONX 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 HEONX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HEONX (121M). RWIBX pays higher dividends than HEONX: RWIBX (0.86) vs HEONX (0.00). HEONX was incepted earlier than RWIBX: HEONX (9 years) vs RWIBX (23 years). HEONX (1.96) is less costly to investors than RWIBX (1.51). HEONX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEONX: RWIBX (250) vs HEONX (2000). RWIBX annual gain was more profitable for investors over the last year : 5.49 vs. HEONX (2.57). HEONX return over 5 years is better than : 49.15 vs. RWIBX (42.11).
| HEONX | RWIBX | HEONX / RWIBX | |
| Total Expense Ratio | 1.94 | 1.51 | 128% |
| Annual Report Gross Expense Ratio | 1.96 | 1.51 | 130% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.372 | 8.682 | 85% |
| Front Load | N/A | 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 | 0.00 | 0.86 | - |
| Returns for 1 year | 2.57 | 5.49 | 47% |
| Returns for 3 years | 15.28 | 26.76 | 57% |
| Returns for 5 years | 49.15 | 42.11 | 117% |
| Returns for 10 years | N/A | 48.90 | - |
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