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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$15.46
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets112.31M
American Funds Capital World Gr&Inc R2
Price$61.12
Change+$0.81 (+1.34%)
VolumeN/A
Net Assets117.94B
HEORX vs RWIBX Comparison Chart
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HEORX vs. RWIBX commentary
Apr 25, 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 Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 118B vs. HEORX (112M). RWIBX pays higher dividends than HEORX: RWIBX (0.92) vs HEORX (0.09). 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). HEORX annual gain was more profitable for investors over the last year : -2.08 vs. RWIBX (-2.26). HEORX return over 5 years is better than : 65.94 vs. RWIBX (42.95).
| HEORX | RWIBX | HEORX / RWIBX | |
| Total Expense Ratio | 1.41 | 1.51 | 93% |
| Annual Report Gross Expense Ratio | 1.53 | 1.51 | 101% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -2.971 | -3.466 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 118B | 0% |
| Annual Yield % from dividends | 0.09 | 0.92 | 9% |
| Returns for 1 year | -2.08 | -2.26 | 92% |
| Returns for 3 years | 5.14 | 12.76 | 40% |
| Returns for 5 years | 65.94 | 42.95 | 154% |
| Returns for 10 years | N/A | 28.25 | - |