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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$16.45
Change-$0.24 (-1.44%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
HEOSX vs RWIBX Comparison Chart
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HEOSX vs. RWIBX commentary
Feb 23, 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 HEOSX is a Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. HEOSX (126M). RWIBX pays higher dividends than HEOSX: RWIBX (1.05) vs HEOSX (0.42). HEOSX was incepted earlier than RWIBX: HEOSX (9 years) vs RWIBX (23 years). HEOSX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). HEOSX has a lower initial minimum investment than RWIBX: HEOSX (0) vs RWIBX (250). HEOSX annual gain was more profitable for investors over the last year : 7.73 vs. RWIBX (6.22). HEOSX return over 5 years is better than : 44.90 vs. RWIBX (29.55).
| HEOSX | RWIBX | HEOSX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.114 | 4.205 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.42 | 1.05 | 40% |
| Returns for 1 year | 7.73 | 6.22 | 124% |
| Returns for 3 years | 12.11 | 14.72 | 82% |
| Returns for 5 years | 44.90 | 29.55 | 152% |
| Returns for 10 years | N/A | 40.94 | - |
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