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HEONX vs RWIBX
HEONX vs RWIBX Comparison
Open Charts HEONX vs RWIBX
Hartford Climate Opportunities C
Price$14.95
Change+$1.10 (+7.94%)
VolumeN/A
Net Assets103.63M
American Funds Capital World Gr&Inc R2
Price$59.77
Change+$3.85 (+6.88%)
VolumeN/A
Net Assets109.46B
HEONX vs RWIBX Comparison Chart
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HEONX 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 HEONX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 109B vs. HEONX (104M). RWIBX pays higher dividends than HEONX: RWIBX (0.92) vs HEONX (0.00). HEONX was incepted earlier than RWIBX: HEONX (9 years) vs RWIBX (23 years). HEONX (1.98) 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 : -11.60 vs. HEONX (-13.71). HEONX return over 5 years is better than : 46.41 vs. RWIBX (33.84).
| HEONX | RWIBX | HEONX / RWIBX | |
| Total Expense Ratio | 1.94 | 1.51 | 128% |
| Annual Report Gross Expense Ratio | 1.98 | 1.51 | 131% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -11.218 | -10.493 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 109B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -13.71 | -11.60 | 118% |
| Returns for 3 years | -9.00 | -0.36 | 2,473% |
| Returns for 5 years | 46.41 | 33.84 | 137% |
| Returns for 10 years | N/A | 20.23 | - |
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