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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
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.
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).
| 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 | 2.718 | 2.862 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 127B | 0% |
| Annual Yield % from dividends | 0.08 | 0.90 | 9% |
| Returns for 1 year | 2.42 | 2.47 | 98% |
| Returns for 3 years | 12.07 | 22.34 | 54% |
| Returns for 5 years | 56.08 | 40.66 | 138% |
| Returns for 10 years | N/A | 44.21 | - |