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HEONX vs RWIBX
HEONX vs RWIBX Comparison
Open Charts HEONX vs RWIBX
Hartford Climate Opportunities C
Price$17.53
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.77M
American Funds Capital World Gr&Inc R2
Price$70.59
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets135.95B
HEONX vs RWIBX Comparison Chart in %
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HEONX vs. RWIBX commentary
Jul 19, 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: 136B vs. HEONX (123M). RWIBX pays higher dividends than HEONX: RWIBX (0.82) 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 : 8.07 vs. HEONX (6.32). HEONX (45.35) and RWIBX (45.10) have equivalent 5 years return.
| 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 | 12.179 | 13.240 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 6.32 | 8.07 | 78% |
| Returns for 3 years | 36.29 | 49.64 | 73% |
| Returns for 5 years | 45.35 | 45.10 | 101% |
| Returns for 10 years | N/A | 53.81 | - |
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