HEORX
Price
$15.94
Change
-$0.31 (-1.91%)
Updated
Mar 10 closing price
Net Assets
123.03M
RWIBX
Price
$62.72
Change
-$1.62 (-2.52%)
Updated
Mar 10 closing price
Net Assets
126.53B
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HEORX vs RWIBX

Header iconHEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBXBanner chart's image
Hartford Climate Opportunities R3
Price$15.94
Change-$0.31 (-1.91%)
VolumeN/A
Net Assets123.03M
American Funds Capital World Gr&Inc R2
Price$62.72
Change-$1.62 (-2.52%)
VolumeN/A
Net Assets126.53B
HEORX vs RWIBX Comparison Chart
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HEORX vs. RWIBX commentary
Mar 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 HEORX is a Hold and RWIBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. HEORX (123M). RWIBX pays higher dividends than HEORX: RWIBX (0.90) vs HEORX (0.08). HEORX was incepted earlier than RWIBX: HEORX (9 years) vs RWIBX (23 years). HEORX (1.53) and RWIBX (1.51) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). HEORX has a lower initial minimum investment than RWIBX: HEORX (0) vs RWIBX (250). RWIBX (2.47) and HEORX (2.42) have marching annual gain over last year. HEORX return over 5 years is better than : 56.08 vs. RWIBX (40.66).
HEORXRWIBXHEORX / RWIBX
Total Expense Ratio1.411.5193%
Annual Report Gross Expense Ratio1.531.51101%
Fund Existence9 years23 years-
Gain YTD2.7182.86295%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets123M127B0%
Annual Yield % from dividends0.080.909%
Returns for 1 year2.422.4798%
Returns for 3 years12.0722.3454%
Returns for 5 years56.0840.66138%
Returns for 10 yearsN/A44.21-
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